LeadManaging Support

Yardi Integration

• Pushing LeadManaging Leads to Property Vista
• Capturing Lead to Lease Conversions

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

• Vida LeadManaging New To-Do's Page (Leads Page)
• 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

• How to Add Vivian as part of an Auto Attendant
• Export and Download Tracking Numbers
• Adding Greetings for Tracking Numbers
• Creating, Editing, and Deleting Ring Groups
• Creating, Editing, and Deleting Auto Attendants
• Creating, Editing, and Deleting External Transfers

See all 12 articles

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

• LeadManaging Call Recording Retention
• 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