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. If you missed sending the data or have sent the wrong data, you can follow the process below to Send Show data to Yardi from Hyly.AI.
a. Log in to https://accounts.hyly.app and navigate to the CRM app.
b. Search for the contact to whom you want to send the show data.
c. Once you are on the contact page of the lead, click on the Yardi Icon on the left side panel beside Contact Info.
d. On clicking the Yardi Icon, a pop-up window will appear. Click on the check box of Send Show, then click on Next.
e. Select the Unit as applicable, add some Notes, and click Next.
f. Select the Desired Floor Plan, Desired Unit, Desired Move-In Date, add a Comment, and click Next.
g. The details will be displayed; click the Send to Yardi button to send the data.
h. Click the Cancel button to cancel sending data.
i. Click the Back button to make changes.
