Click into your future resident's prospect profile:
1. Select the "Unit & Deposit" tab on the left-hand side of the Prospect Profile. Once on this screen, you will need to fill in: First Name, Last Name, and Unit. These fields are required to send a record over to RealPage. While the Move-in date is not a required field it is recommended.
Note: hovering over the "Sync to EMR" button will tell you the information that is missing.
Your Unit & Deposit tab may be separated and look differently than what is shown in the above screenshot(s). If that is the case, please click the link here to understand the Unit, Deposit & Refunds workflow.
Privacy Level Options:
- Private: Use this for future residents who will be occupying this room by themselves. ALSO, use this for records that have 2 residents on one record (one primary and one secondary). **You will use this privacy level 99% of the time for private units.
- Private/2nd toggle: Use this ONLY if you have 2 residents occupying one unit together and the prospect records are separate for each resident (ex: Mary and Marvin Smith have two separate prospect records but are a couple moving into a unit together. Mary would be Private(2nd toggle off) and Marvin would be Private (2nd toggle on)
2. Click the blue Update button at the bottom of the "Unit & Deposit" screen to save your changes once everything is filled out.
3. In the top right-hand corner, you will see the Sync to EMR button should be blue (meaning that you have added in the necessary information required to sync your future resident).
4. Press this button to send the future resident over to RealPage. Note: This Sync button can only be pressed once, so be sure you are ready to send them over upon pressing.
Once you have pushed the button, it will turn from blue to grey and show as "Synced to EMR". Hover over the button to see the date and time in which the future resident was synced.
5. In RealPage, you can search for the new prospect under ‘Prospects’, or find them in the ‘New’ Prospects list. **Do not change the name in RealPage after syncing. It will push back a duplicate if the name is changed and does not match to what WelcomeHome has.
Once synced, the Prospect Name, Prospect Contact Information, and Influencer Information are synced over. At this point, RealPage is the source of truth and anything in regards to move-in date and units will be pushed over to WelcomeHome.