Start Tour

Start Tour

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If a tour is requested by a prospect without an appointment or an already active member, you can start a tour with them by selecting the ‘Start Tour’ button under Activation Opportunities.
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To start the tour with a prospect without an appointment, type in their information and select ‘Next’.
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To start the tour with an active member, click on the ‘Select Active Member’ button, then search by their last name. Select the member’s name to start the tour.
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The rest of the tour process is identical to a scheduled tour.