I'm a Property Manager

Getting Started with Funnel

• Guest Card Overview
• Unit Availability
• Tasks
• Creating, Completing and Editing Tasks
• Funnel Dashboard Overview
• Onsite Team Go Live Checklist

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Integrations

• Azure Integration with Funnel
• Okta Integration with Funnel

Lead Management

• Editing Task Assignments
• Virtual Leasing Agent
• Regional Manager Dashboard
• Quoting in Funnel
• Adding Listings to a Guest Card in Funnel
• Managing the Interest Level of a Prospect

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Marketing

• Updating Unit-Level Syndication with Funnel
• Marketing Automation Triggers
• Message Template Variables
• Community Data: How are these fields used for syndication, Virtual Leasing Agent, chatbot, & more?
• Facebook Lead Ingestion
• Funnel: Dynamic Number Insertion

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Messaging

• Bulk Messenger
• Bulk Messenger Bee Editor
• Funnel Chatbot
• Message Templates and Content Blocks
• SMS Opt-in - Person Level Opt-in

Online Leasing

• Application Changes
• Resetting Resident Password
• Updating Resident Information
• Funnel and Yardi: Integration Overview
• Adding or Removing a Person from a Lease
• Applications Report

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Reporting

• Leasing Funnel Reports
• Attribution Reports
• Activity Reports
• Tours Report
• Communication Reports
• Agent Score Report
• Agent Activity Report
• Prospect Status Report
• Virtual Agent Reports
• Loss Reasons Report
• BI Exports

• Funnel Reporting Overview
• Reporting Recommendations

Technical Resources

• Funnel Status Page

Telephony

• Funnel Phone Number Setup
• Making & Receiving Calls with a Linked Device
• Unclaimed Calls Workflow
• Making & Receiving Calls with a Headset
• Opting Into Receiving Calls

Tours & the Calendar

• Resident Appointments
• Booking Tours at Nearby Communities
• Blocking Off Time on the Calendar
• Managing Tours & Appointments