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Funnel Knowledge Base
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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
See all 24 articles
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
See all 9 articles
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
See all 45 articles
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