How to export hyCRM reports using hyIQ
Tutorial In this tutorial, you will learn how to export hyCRM reports using hyIQ. You can follow these steps to export different types of dashboards and reports Step 1 - Navigate to hyIQ Under your Suborg, go to hyIQ Step 2 - Navigate to hyCRM Within ...
Contact Pipelines Overview
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 ...
Contact Lists Overview
Concept Summary Your hyCRM Contact Lists page will display every status / sub-status that your contacts are organized under, whereas the Contact Pipelines only display Active or Leased Contacts. You can switch between viewing your statuses and ...
Task Notifications Overview
Concept Summary hyCRM will assist with keeping track of and monitoring tasks that need to be done for your prospects using notifications. These task notifications are under a dropdown widget (it is the one with a checkmark icon) and grouped into two ...
Alert Notifications Overview
Concept Summary The hyCRM page will have an Alert Notifications dropdown widget (the field with a bell icon) on the navigation bar. This is where you will receive notifications when a prospect under your pipeline does an action like schedule a tour, ...