Send a personal invite to leads

Go above and beyond the automation and do more with the leads you’re getting

Jenny Abercrombie avatar
Written by Jenny Abercrombie
Updated over a week ago

Use the Lead Activity report to see where a personal message would have the most impact

  • Click into Reports and select the Lead Activity Report

  • Select a specific rental from the dropdown (optional) 

  • Filter the report by to show only Qualified leads

  • Click on the Status column to sort by the leads’ scheduling status

This will cut through the noise to show you well-qualified leads who have not yet scheduled a viewing. This is the perfect group to reach out to personally! 

Now you know which leads could use a nudge, you can send them a custom invite through Tenant Turner: 

  • Click on a lead’s name to pull up their lead record

  • Click Schedule

  • Choose the Invite Lead option

  • Write your own custom message in the space provided. Hi Tommy, you and your golden retriever seem like a great fit for 7368 Rose Terrace Court! Here’s the link to schedule a viewing. Hope to see you soon! 

To download the report, click on the orange arrow button in the top right corner of the report screen. This button is shown in the screenshot below:

Note: When you send invites this way, leads will receive both an email and a text message.


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