The Contact Pipelines page shows the overview of the contacts that are in the pipeline.
a. Log in to https://accounts.hyly.app and navigate to the CRM app.
b. Once you log in to the CRM app, the Contact Pipeline page will open by default.
c. You can view the page for Active Pipeline to see the status of your prospects or for Customer Pipeline to see the status of your residents.
d. You can see Task Notification and Alert Notification icons at the top.
e. Total number of contacts will be displayed at the top left corner.
f. Filter button will allow you to filter your contacts based on criteria like Sub-Status, Agents, Desired Price Range, Desired Unit, etc.
g. You can search by contact name/email/phone number.
h. Also, you can add a new contact.
i. Contacts under Active Pipeline are categorized under the following sub-statuses;
- New: A prospect who has filled out a contact form will automatically appear under the New bucket.
- Contacted: After an agent reaches out to a prospect by emailing or calling them, they can place that prospect into the Contacted bucket.
- Informed: Once the prospect receives the email/phone call and replies to the agent, they can be placed into the Informed bucket.
- Scheduled: Prospects who schedule a property tour will automatically be placed in the Scheduled bucket.
- Leased: Once the prospect signs the lease, the contact comes under the Leased bucket.
- Toured: After a prospect's property tour, an agent can drag and drop that prospect's name into the Toured bucket. Or, the prospect will automatically go into the Toured bucket once the agent selects "Yes, the prospect toured" in the CRM.
- Contacts can be also under Unmanaged or Unknown status.
j. Contacts under Customer Pipeline are categorized under the following sub-statuses;
- Current: Residents in your sub-org will be placed under the Current bucket.
- Future: Prospects or residents who have signed a lease and have a confirmed move-in date will be under the Future bucket.
- Notice: Residents who have submitted a 30-day notice of intent (either for vacating or moving out) can be placed under the Notice bucket.
- Past: Residents not living at your property will be placed under the Past bucket.
k. The pipeline auto-populates and re-prioritizes your most recently active contacts, starred contacts, and contacts with due - or overdue - tasks to help you prioritize the interested prospects. When you click the Show Less Active link at the bottom of a pipeline section, it loads additional contacts and separates them with a line.
l. Various status icons are also displayed beside the contacts.
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