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With the functionality being so large, we have broken it down into more manageable chunks to help you generate the most popular lists that you'll need.
How to pull a list of applicants who've registered in the last 30 days
Go to CRM > Contacts
Click the Advanced button
Select Applicant from the Set to field(Applicant is a type of contact)
Select Registered from the Events field (View anyone who has interacted with the website in the last month, or those manually added into VIA)
In the Date Type field select Dynamic(you have the option to switch between dynamic lists, eg: last 30 days, or static lists between specific time periods)
For the Range field, select Last 30 Days
Hit Search
You can switch the information which appears in the column lists by clicking the blue list button as shown below. This will allow you to toggle between views to see the information you need at a glance
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Hints & Tips
Save your report for fast future use
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You can download the list by clicking the blue Download button which appears just above the search results. This will allow you to download the list as a CSV file
Quickly work your way through the list & update
If you wish to quickly go through your list of contacts and update the notes, review date and last contacted date, you don’t have to click into each property record. Simply click the name of the contact once and a preview pane will appear in the bottom right hand of the screen. You can update your notes, set an action and review date all from this panel