How To Send Show To Yardi

How To Send Show To Yardi

Context

As part of the process the Send Show data is supposed to be sent to the Yardi CRM of the clients from Hyly.AI systems. In case if you missed to send the data or if you have sent the wrong data, you can follow the below-mentioned process to Send Show data to Yardi from Hyly.AI.

Step 1 - Navigate to the Contact 

Log into your my.hy.ly account, under your sub-org, navigate to hyTours Agent Calendar and select the contact for which you have to Send Show.



Or you can also search for the contact directly from the hyCRM appContact List.




Step 2 - Click on the Yardi Icon

Once you are on the contact page of the lead, click on the Yardi Icon on the left side panel beside Contact Info.



Step 3 - Fill In The Details

You will get a pop-up on clicking on the Yardi icon. Click on the check box of Send Show and then click on Next.



Select the Unit as applicable, add some Notes and click on Next.





Select the Desired Floor Plan and Desired Unit, add a comment, and click Next.



Once you have filled in all the details, verify it and click Send to Yardi. Or you can click on Back if you need to make changes.


Your Send Show would be sent to Yardi. If you missed anything or want to make any changes, you can repeat the same process to Send Show again.
    • Related Articles

    • How To Set Up a CRM User Profile

      Quick Steps After logging in to your hyCRM app go to the dropdown menu in the top right of the screen and select "Profile". Edit the relevant fields including: Name Account Email Send From Email Phone Signature Finally click "Update" to save these ...
    • How To Merge Duplicate Contacts

      Context Occasionally, you will have prospects or residents that schedule a tour and later an appointment and provide two email addresses. Or they might call your team via their work phone and send a text message via a cell phone. When this happens, ...
    • Overview : Contact Pipelines

      Concept Summary Under hyCRM, your Contact Pipelines page will display your prospects / residents in a pipeline layout. Prospects / residents will be organized under several buckets that are sub-statuses of the Active status, which indicate how far ...
    • How to Manage Tasks in hyCRM

      Tutorial In this tutorial you will learn how you can create and manage tasks in hyCRM. Step 1 - Navigate to Tasks in hyCRM In my hy.ly under your sub-org, go to hyCRM > Click on the Contacts Pipeline dropdown > Select Tasks Step 2 - Create Task You ...
    • How to Manually Change a Prospect’s State

      Context In this overview, you will learn how you can manually change a prospect’s state under the CRM pipeline. Drag & Drop A Prospect Under your hyCRM app’s Pipeline View, click and drag on the tile of a prospect. For example, if you sent a ...