LeadSimple

Learn how to set up a direct integration with your property management softare.

1: Setting up Direct Integration with Your Property Management Software

Learn how to add your first process type.

Learn how to define which external contacts are involved in this process.

Learn what stages are and how to add them to your processes.

Learn how to add workflow steps to your process.

Learn how to add detailed instructions to your process tasks.

Learn how to add custom fields and include them in your instructions.

How to add conditional logic to your processes.

Learn how to build delays between steps into your processes

Learn how to make multiple tasks appear at once or only one at a time in your processes.

Learn how to assign workflow tasks to specific users or user roles

Learn how to add email templates to your processes, set which contact role to send to, and automate them.

Learn how to start processes singly and in bulk.

Learn how to build custom dashboards for each of your process types.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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