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(Yardi) Urgent Prospects

If you are using RentCafe as your CRM, your urgent prospects will show up in the unreviewed queue. They will typically have the Marketing Source of "Meet Elise", "Nonsource" or "Urgent".

To take over these conversations, click the blue arrow in the unreviewed queue on the lead and merge it into the existing guest card under the prospect's name. Then change the agent to yourself, and respond to the prospect.

Once you take over a prospect, your AI Leasing Assistant will no longer follow up, except post-tour.

You must have Author or Collection Owner permission to create Guru Cards. Contact your team's Guru admins to use this template.