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Leasing Concierge User Guide

This guide outlines the day-to-day life of a Leasing Concierge in DashQ.

Nigel Welton avatar
Written by Nigel Welton
Updated over a month ago

Managing Leads

Action

Steps

Respond to active leads (click here)

  1. Go to the Lead Queue (web) or Chats tab (mobile) and open any unanswered messages.

  2. Respond via the method they communicated with you from (text/email/call).

  3. Once responded to, close the conversation to keep your inbox clean and your focus on what matters most.

Offer available inventory (click here)

  1. In a lead’s profile, click on the “inventory” tab.

  2. Review availability and update filters based on the lead’s interests.

  3. Share availability with the lead.

Book tours with interested leads (click here)

  1. In the lead’s profile, click on the “book” button.

  2. Select their desired building.

  3. Choose a time and select an in-person or virtual tour.

  4. Complete the booking form.

FAQs and Solutions

Issue

Solution

A customer needs to cancel/reschedule their tour.

  1. In the lead's profile, click on the "appointments" tab.

  2. Use the cancel, or edit button to cancel or reschedule the tour.

A leasing agent is not available when they should be.

  1. Ensure the leasing agent's schedule is up to date.

  2. Check if the leasing agent has something blocking their Outlook/Google Calendar.

I’m receiving an error when I book my tour.

  1. Ensure the leasing agent's Outlook/Google Calendar is connected to DashQ (click here).

Related Articles
Leasing Agent User Guide
Approvals User Guide
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