LeadManaging Support

Getting Started with Lead Managing

• How to Login and Update Password | Retiring Legacy Dashboard Links
• Getting Started with LeadManaging
• Accessing LeadManaging
• Pages in Lead Managing

Manage Leads

• New LeadManaging Guest Card
• Contact Stages, Events & Results Definitions
• To Do's (CRM)

Reports

• Dashboard Report
• Drill Down Report

Calendar

• Adding a Block to your Calendar
• Managing Calendar Availability
• Syncing Calendars

Settings - Availability

• Finding your Unit-specific Booking Link for your Prospect Booking Form
• Finding your Booking Link for your Prospect Booking Form
• Update Unit Prices
• Update Unit Names
• Managing Unit Availability
• Managing Building Availability

Settings - Configurations

• Prospect Notifications: Updating Sender Name and Sender Email Address
• Finding Tracking Emails
• Appointment Types
• Setting your Target Email/s
• Booking Intervals
• Building Hours

Settings - Tracking Numbers

• Updating Target/Routing Number for Press 1 (Leasing) and Press 2 (Resident)
• Exporting your Tracking Numbers
• Updating Target Numbers

Settings - Users

• How to change your Password
• Location Assignments
• Editing Users
• Deactivating Users
• Adding new Users

How To:

• LeadManaging as the source of Pricing and Availability Data for Chatbot
• Pushing LeadManaging Leads to Property Vista
• Updating Appointment Booking Status after Completion
• On Notice label for Yardi-enabled LM PMCs
• Edit Automatic Report Emails
• Set-up Email reports

Troubleshooting

• Booking Form - Times are not what I expect

Settings

• Template Editor - Staff Email Replies
• Manage Users
• Manage Tracking Numbers
• Manage Building Configurations
• Manage Building/Unit Availability

Online Bookings

• Manage Online Bookings

General Training

• Action Required to Maintain Your Custom Email Functionality ( Lead Management )
• Saving Your Dashboard Link
• Exporting User Dashboard Links
• New Building Setup
• Managing your Emails