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Implementation Checklist: LeaseHawk CRM

Follow this checklist for a fast, simple and successful implementation process!

Last Update:
December 2, 2019
CRM
Implementation

Refer to this checklist to get started with the LeaseHawk CRM. Use this checklist to keep track of each task assigned to you for a fast, simple and successful implementation process!

Task #1:

Confirm the CRM “go live” date.

Assigned To:

LeaseHawk

Status:

☐ Complete

☐ N/A

Task #2:

Identify Property Management System (PMS) admin and review integration requirements. For your convenience, these instructions are available at the links below:

Assigned To:

Client's PMS Admin

Status:

☐ Complete

☐ N/A

Task #3:

Ensure you have completed every item on your integration instructions so that LeaseHawk can integrate with your PMS (click on links provided above in Task #2 for instructions).

Assigned To:

Client's PMS Admin

Status:

☐ Complete

☐ N/A

Task #4:

Create and provide tracking email addresses.

Assigned To:

LeaseHawk

Status:

☐ Complete

☐ N/A

Task #5:

SMS Text enable all applicable tracking phone numbers.

Assigned To:

LeaseHawk

Status:

☐ Complete

☐ N/A

Task #6:

Review the LeaseHawk web contact form setup instructions to verify field compatibility.

Assigned To:

Client's Webmaster or Website Admin

Status:

☐ Complete

☐ N/A

Task #7:

Review the Email Template Document. Up to 12 email templates are included. Additional email templates may be purchased.

Assigned To:

Client's Marketing Manger and LeaseHawk

Status:

☐ Complete

☐ N/A

Task #8:

Place tracking email addresses within ad sources, once authorized by LeaseHawk on the "go live" day.

Assigned To:

Client's Webmaster or Website Admin

Status:

☐ Complete

☐ N/A

Task #9:

Update ad verbiage using, "Call or Text" on ad sources with SMS Text enabled tracking phone numbers on the "go live" day.

Assigned To:

Client's Webmaster or Website Admin

Status:

☐ Complete

☐ N/A

Task #10:

Ensure all team members have attended CRM training prior to the “go live” date.

Assigned To:

Client's Training Manager

Status:

☐ Complete

☐ N/A

CRM Training

When you're ready to start training, we recommend that you sign up for the LeaseHawk CRM live training webinar and watch these three on-demand CRM training videos:

Contact LeaseHawk

We’re here to help! Please contact your LeaseHawk Implementation Manager with any questions you may have along the way. You may also submit a support ticket and our LeaseHawk Support Team would be happy to assist.