Certain actions and items require admin access. For more information, review our user roles and permissions article.

 

Login credentials are provided upon account creation by the Account Manager, Client Services, or Customer Success team. Permissions are required to complete certain actions within the dashboard and are determined by the user’s role. 

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User/Role

Leads can be viewed in either a calendar or list format. To change this view, click on the Leads tab in the navigation menu and then select either the Calendar or List tab towards the top of the window. Filters are also available in the form of drop-down menus to allow data to be included or excluded based on the needs of the user. In the Leads Calendar view, the user has the ability to move forward and backward through the calendar. The Calendar can be viewed in monthly, weekly, or daily increments. In the Leads List view, the user can use the date filter to view a specific time period. Leads can also be exported to a CSV (comma-separated value) file for reporting purposes. 

View and reply to SMS text message conversations between customers and the company. For more information, view the article about messages and message management. 

Make aesthetic changes to apps including which apps appear on desktop and mobile browsers, the order in which they appear, and the app skin, color theme, animation, and position on the website. 

View Widget Sessions, Lead Metrics, and Conversion Rates all in one convenient location. Gain valuable insights, such as sessions per UTM category and source, where new leads come from, and how many leads were generated. Charts can be added or taken away based on the needs of the user, and reports can be sent to the necessary users. 

Clarity charts are set per user account rather than per company, so another user may not see the same charts even though they are assigned to the same company. To update your selected charts, click Edit Charts at the top right of the window. 

1. Email Templates: Set app-specific email templates to send to leads. When Lead Nurturing is enabled, users can create new email templates for specific events or information, for example pet policies, floor plans, promotions/price drops. 
   
2. Drip Schedules: This feature is available to companies with Lead Nurturing enabled.
   
3. Availability: App-specific schedules can be created in the Availability section of the Company tab to set schedules for appointments or other apps. 
   
4. Features: Enable or disable different features throughout the platform, for example apps, Lead Nurturing, or other integrations. 
   
5. Remote Auths: Rename integrated calendars to be more easily identified in the Remote Auths section. 
6. API Keys: Generate API Keys to give 3rd party applications and integration access to your Conversion Cloud data in the API Keys section. 
   
7. CRM Integrations: Never miss a lead with CRM Integration. Simply choose the associated CRM from the CRM Configuration section and input the required variables. To create a new CRM configuration and ensure that it is in use, reach out to your Account Manager.
   
8. Matchback Import: Rent rolls can be uploaded in the Matchback section to determine which prospects became residents, adding more valuable insight to the dashboard. 
   
9. Question Presets: While predefined questions may be available, company-specific questions can be created in the Questions section to gather even more details from customers that better align with a company’s offerings.