Get started with the LeaseHawk CRM basics
Welcome. This video will provide a brief overview of the easy-to-use LeaseHawk CRM to get you up and running right away. CRM stands for customer relationship management. It's an app that helps you manage all your relationships and daily communications in one place to make your life easier and more efficient.
Today you're going to learn what the CRM is used for, how to log in, create a password and get started, how to navigate the icons on the home screen and how to use the seven main buckets on the home screen.
Once you've downloaded the LeaseHawk CRM and pinned it to your computer task bar following the instructions provided to you, It's time to log in. Here's how! On your go-live date. Be sure to look out for an email from firstname.lastname@example.org. This will have your username and instructions on setting up your password. If you don't see the email, it may have been routed to your junk mail folder. Contact email@example.com if necessary.
It's important to pin the CRM app to your computer task bar because the CRM is the first thing you need to open each day. You will be working in this system now to communicate and create your guest cards. Click on the LeaseHawk icon and the CRM will pop up as an orange login screen. If you forget your username or password, there are prompts below the login to let you know how to retrieve or reset those. Once you're logged in, you should see all the properties that you cover.
Click on your property; that will bring up the home screen.
This is your main screen where you can immediately see any incoming email, text messages or phone calls that you need to view and respond to. There’s a refresh button in the upper left of the home screen. Any time you've been away from your desk, it's good to click on that icon so your data can be refreshed.
Also, in the upper left corner of the home screen you will see a small notification bell that provides information on anything you've missed while you were away. Right below this, you will see the general search icon. You'll also see the menu bar on the upper right. This will follow you throughout the CRM. If you click on this, you will always be able to get back to the home screen.
You also can use the menu bar to add a contact or walk-in, search for a contact, change to your other properties, and even change your CRM size on the screen. It's important to log out of your CRM at the end of the day here.
There are seven buckets on the home screen, at the top is the ‘Action Required’ bucket. This is the first bucket that you will need to pay attention to. It shows all communications that have come in since you last logged onto the CRM. The second bucket is the lead bucket. This contains every communication you've received from an unidentified contact.
Below that, you will see other buckets. Each one is a relationship: Prospect, Applicant, Resident, Vendor, or Other. The ‘Other’ bucket is a free category often used as a place to house unresponsive leads. If you look at action required and it has a number ‘three’ next to it, that means three contacts have sent communications that need to be viewed and responded to. Looking through your relationship buckets shows, in this example, that one of those communications was from a lead, another from a vendor, and another from a resident. You can click on any bucket that you want to view first, however most people click on action required and start working.
Your goal is to get the action required and lead buckets down to zero by the end of every day. To do this, you'll click into the box and simply view and respond to each communication. We will go through this in more detail in the next video.
We hope this video has given you a basic understanding of this easy-to-use CRM system and how to get started. The next video will teach you how to respond to various communications in the system and create guest cards that can integrate with your property management system.