How do I track leads and applications using AppFolio?
- Navigate to AppFolio and log in to your account. The Property Manager Dashboard appears.
- Select the Reporting dropdown under the Dashboard navigation and then select the Reports tab.
The Reports page appears.
- Enter Source into the search field on the Reports page. Leasing Reports appear.
- Select Prospect Source Tracking.
The Prospect Source Tracking page and a Customize Report pop-up appears.
- Enter the name of the property where you want to track leads and applications.
- Select the date range you want to retrieve data for and then select Update.
Your Prospect Source Tracking report is generated.
After generating, this report presents your Guest Card Inquiries, Showings, Applications, Approved Applications, and Converted Tenants for the property you selected.
- Review the report and select the Print to PDF button to print or save a copy for your records.
