How to Book a Tour
- Start in the CRM+ Dashboard
- Navigate to Calendar > Booking
- Click the Make this booking calendar available link at the bottom
- Click the time slot the family desires
- Select a time slot and enter the family's name / email
- Enter the captcha and click Book A Tour
- The family will receive a confirmation email and the tour appears on your calendar in CRM+
- When booking a tour it is critical that you move this Lead's card to the Tour Scheduled stage