How-To
How to Add a Contact in the Existing List in hyCRM
Context Sometimes you may want to add just one or two contacts in the existing database that you have. This article shows you how to add a contact to an existing database in the hyCRM. Step 1 - Navigate to hyCRM 1. Go to my.hy.ly 2. Select your ...
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 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, ...
How To Make Calls in hyCRM
Prerequisites Before making calls through your hyCRM, please ensure your hyCRM Profile is set up and your "Call As Number" is verified. For instructions on how to do this, please review our How To Set Up a CRM User Profile and How To Verify Your Call ...
How To Verify Your Call As Number
Prerequisites Before verifying your "Call As Number" please ensure your hyCRM profile is set up. For instructions on how to do this, please review our How To Set Up a CRM User Profile. Quick Steps After logging in to your hyCRM app, click "Contact ...
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 Manually Change a Prospect’s State
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 New prospect an ...
How to Create a Notification Alert
Quick Steps Go to your Automations app and find the Tour Scheduled Artie under the Lifecycle Plays and click its "Edit" button. Click on the "+ New THEN" button, then select the option “Alert CRM” under the Action Type dropdown field. Finally select ...