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Lead boards now show visual indicators based on the age of a card and interaction with the primary contact. Indicators update automatically based on time, updates to a card, and inbound and outbound communication.
Never let a lead slip through the cracks!
Add a mirror field to any board and easily view information from another board. 🙌
Leverage the mirror field to reflect a resident or prospect’s lease end date, move in date, rent amount, lead source and more! Customize it to fit your needs.
With our latest update, you can bulk select all cards in a stage.
Use this handy new feature to:
From the board view, click the more icon on a stage. Then click Select All.
Send a bulk email to all contacts in a specific stage from a board. And, personalize bulk emails with Aptlet Merge Fields. Use a communication template with merge fields to automatically pull information from a card like contact name, property, unit, lease end date and more.
Use this feature to respond to dozens of new leads in minutes!
Instead of manually assigning new cards, set up a round-robin auto assignment rule on any board to automatically assign incoming cards to teammates. The round-robin rule will equally distribute new cards to your team.
To set up auto assignment, click the settings icon on a board, then click Assignment Rules.
HINT HINT: This feature is perfect for new leads from ILS sites like Zillow or Zumper!
A direct integration with Outlook and Gmail will improve:
✉️ Email Reliability - No more sync issues!
Follow the steps below to reconnect your inbox and directly integrate with Gmail or Outlook.
1. Go to your Personal Inbox Settings.
2. Click Migrate.
3. Follow the steps to sign in to your account.
4. You’ve directly integrated with Gmail or Outlook. Congrats 🙌
To reconnect a shared inbox, go to your Shared Inbox Settings and follow steps 2 - 4 above.
After reconnecting your inbox, email sync could take up to 20 minutes.
We’re happy to work with you and your team one-by-one to get everyone moved over to a direct integration. It's a quick process and well worth the switch.
Reach out if you have any questions on live chat or at firstname.lastname@example.org.
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