Property Setup A -

Step 1

Receive Request for Contract from Client.

Email an estimate via Found

Step 2

Put these 3 rules into the Start Node

= Just say next of OK when you are ready for the next step or Repeat if you need to hear it again!
= I will stop and wait on you. Just say OK or Next when you are read. Also say Repeat for me to repeat the Step
= Just say Next or OK or Repeat

_____________________________________________________________

do Not offer to help until we gather info about the caller

{NameOfProperty}}= Richland Park Inn
= Jason
= WWW.terms.com

= the password is printed on the key envelope
= “because the password changes often we suggest that you call the front desk for the correct password”
= richlandP
= “Charlotte”
= “North Carolina”
=”Hotel”

Step 3

Assign the Phone Number

Go here to assign a new Phone Number

Step 4

Set Up Accounting

Setup First Invoice

Step 5

Setup Reports for this client/AI Agent

Step 6

Click here to open the Tool To email the New Property Form to the Client.

Step 7

Click here to open the Tool To email the New Property Form to the Client.

Step 6

Receive Request to setup new Property from Client.

Click here to open the Tool To email the New Property Form to the Client.

Step 7

Receive Request to setup new Property from Client.

Click here to open the Tool To email the New Property Form to the Client.

Step 8

Receive Request to setup new Property from Client.