Community/location

: the geographic community or location that is assigned to the contact (Prospective buyer, buyer/renter/resident or Referral Source) or the Account Executive (staff member).

{SENIOR LIVING SPECIFIC} The assigned community/location determines the counts for that community. For instance a tour completed for a Prospective resident with the ‘Community A’ location would count in the total number of tours completed for Community A during that time frame. The community/location designation allows the A/E to pull up all the prospective residents, referral sources or family members tied to a community for marketing purposes.

 

{DEVELOPER & BUILDER SPECIFIC} The location assigned to the contact determines the counts for that community.  For instance a model tour completed for a Prospective Buyer with ‘Location A’ would count in the number of model tours for Community A during a specific time frame.The community/location designation allows the A/E to pull up all the prospective buyers, referral sources or owners tied to a community for marketing purposes.

 

{GENERAL BUSINESS} The location feature is optional.  When used allows for prospects, referral sources, clients, etc. to be tied to a specific location.

Similarly, having the Account Executive’s contact record set to a specific community/location sets the location for the Today and Sales/Occupancy dashboard for reporting. The entire company or organization’s information is display in the absence of a community/location selection on the user’s contact record.