Locator - Do's & Don'ts In Knock

Locators FAQ’s

• Please contact your Locators and ask them to use the same name, email address, and phone number for all inquiries for their clients.
  1. In the boy of the Message (email, Contact), have them enter the Residents Name, Contact Info & Preferences
• Please mark them as “Not a Prospect” and select Realtor/Locator.
  1. Please do not mark the Locator as Spam, Duplicator/Error, as any subsequent communication will not show up in the Inbox.
• Please do not edit the Locator Guest Card Contact Information – Name, Phone Number, Email address. This must stay with the locator.
• How do I enter the Guest Card information for the Prospect?
  1. You will create a New Guest Card, using the Guest information the Locator Provided.

Below are corresponding Articles on this topic.

https://s2res.freshdesk.com/en/support/solutions/articles/151000178648-preventing-knock-changing-names-contact-information-in-resman

https://s2res.freshdesk.com/en/support/solutions/articles/151000178640-managing-your-knock-pipeline