Owner Leads
In this comprehensive training, you'll embark on a step-by-step journey to master the installation, setup, and utilization of the Owner Leads board—a key tool for optimizing property owner relationships.
Introduction to the Course
How to use this course
Installing the Board
Setting Up Your Board Template
Forms
Adding Cards to the Board: Email Parsers
Go Live with Owner Leads
Overview of the Owner Leads Board
Navigating the Automations
Understanding the Lead Statuses
Lesson 1: Card Sorting and Targeting
Lesson 2: Using Board Views to Find the Right Cards
How to Use the Owner Leads Board Interface
Reviewing and Troubleshooting Automations
Summary of the Course