📄️ Overview
Customer Connect is a public-facing application that enables potential buyers to explore communities and projects, view available units, and complete reservations online. This guide details the configuration steps required within the Pluto Sales App Workbench to prepare your project for a successful Customer Connect launch.
📄️ Setup & Configuration
Community-Level Setup
📄️ Reserve Link Management
This guide explains how sales staff create, share, and manage reservation links for prospects and realtors.
📄️ Client Reserve Flow
This guide explains the end‑to‑end reservation journey a customer or realtor experiences in Customer Connect. Use it to answer client questions, identify where someone is stuck, and apply best practices.
📄️ Client Identity Flow
This guide explains how the Customer Connect - Client Identity Flow works from a sales staff perspective. Use it to help purchasers understand what to expect, to spot where they are in the process, and to know when follow‑up is needed.
📄️ Session Monitoring
This guide shows sales staff how to keep track of client and realtor progress across identity verification and reservation activity, and when to intervene.