Property Shell's Check-In Feature

Property Shell's Check-In feature is a powerful tool designed to streamline the process of managing and tracking your leads. Whether you're at an open house, a property tour, or a sales event, Check-In Mode allows you to efficiently capture and organise lead information on the go. This feature ensures that no potential client slips through the cracks and that all interactions are recorded for future follow-up.

What is Check-In Mode and How is it Useful?

Check-In Mode is a dedicated feature within Property Shell that facilitates the quick entry and tracking of lead information during events. By using Check-In Mode, you can:

• Instantly capture lead details as soon as they express interest.
• Organise leads into specific campaigns for targeted follow-ups.
• Track the engagement and history of each lead within your system.
• Improve efficiency by reducing manual data entry after events.

Steps to Get Started with Check-In Mode

Follow these steps to start using Check-In Mode:

1. Initiate Check-In Mode

   • Click the plus button located at the top right of the screen.
   • Tick the "Check-In Mode" option.
   • Create a campaign name to categorise your leads.
     

2. Fill Out Campaign Details

   • After creating the campaign name, proceed to the "Create Campaign" section.
   • This will automatically make the type as "Walk-In".
   • Complete the necessary details for your campaign.

3. Select Your Campaign

   • Once the campaign is created (this step is only required once), click the plus button again.
   • Select Check-In Mode.
   • Choose the campaign you created from the list.

4. Check-In a Lead

   • Type in the name of the lead you want to check in.
   • Click "Create New & Check-In."

5. Lead Check-In Confirmation

   • The lead will now be checked into the selected campaign.
   • Click "View Checked-In Lead" to access the lead's details.

6. Review Lead Details

   • You can now see the check-in details on the lead's timeline and within the campaign.

Benefits of Using Check-In Mode

• Efficiency: Quickly add and organize leads without needing to sort through them later.
• Accuracy: Capture lead information accurately at the point of interaction.
• Organisation: Keep track of all leads within specific campaigns, making follow-up more targeted and effective.
• History Tracking: Maintain a detailed timeline of each lead's interactions, making it easier to personalise follow-up communication.

By integrating Check-In Mode into your lead management process, you can enhance your ability to capture and nurture leads effectively, ensuring no opportunities are missed. Start using this feature today to streamline your property management and sales efforts.