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How to Search For a Guest Card from a Text Lead

All guest cards created require an email address, however for text leads, email addresses are not provided by the prospect. In these cases, MeetElise transforms the phone number into an email address.

To search for a prospect that has texted with your AI leasing assistant, add "+1" in front of the phone number, and "" at the end.  Then search for this as the email address. For example, if the prospect's phone number is "212-555-1234", search "" in CRM to find the associated guest card. 

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