Simple steps for success with the CRM
✓ Start your business day by logging in to the LeaseHawk CRM.
✓ Check appointments & tasks.
✓ Click on your Action Required bucket.
✓ Click a contact, listen to/view their highlighted communication and respond from within that
communication (remember to Log a Call if using a landline).
✓ Update the guest card.
✓ Change the relationship status.
✓ Set any tours or follow up tasks with reminder notifications.
✓ Finish your day with zero communications in the
Action Required and Lead buckets.
✓ Log out.