How to Create a New Quote & Select Unit for Waitlisted Applicant
Click Menu > New Experience Click the people icon > Conventional Waitlist Click the three dots > Select Unit Select the Unit > Click Next Resolve the black out date if needed > Click Next Adjust any additional charges if applicable > Click next Click Create Quote …
How to Create a Transfer Quote & Request in OneSite New Experience
Click the Menu > Click the New Experience Click the People icon > Click Residents Find the resident and click on their name Click the three dots to the right > Transfer Quote Click Create a Quote Once the quote is saved > Click the three dots to the right of the quote > Reques…
How to Generate a New Quote to Change Move In Date, Unit, Etc. in the New OneSite Experience
Click Menu > New OneSite Experience Click the people icon > Applicants Click on the Applicants Name This example, we're going to change the applicants unit. Click the Activity Tab > Quotes > Create a Quote Choose the new unit > Next Resolve the blackout date if applicable >…
