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Various short tutorials and recorded webinars showcasing various features in CRM IQ.

27 articles
CRM IQ Videos

This collection features videos covering various topics in CRM IQ

▶️ Introduction to CRM IQThis video is a brief overview and introduction to CRM IQ.
▶️ 24.3 Updates in CRM IQThis video details major changes in CRM IQ version 24.3.
▶️ Global Search in CRM IQThis video showcases Global Search in CRM IQ. Search for Customers, Residents, Prospects, license plates, unit numbers, and much more!
▶️ The Communication Hub in CRM IQThis video showcases the Communication Hub and how to contact Customers using various Communication Channels.
▶️ The Leasing Workflow in CRM IQThis video shows the leasing workflow in CRM IQ.
▶️ The Blue Moon Leasing Workflow in CRM IQThis video shows the leasing workflow for properties using Blue Moon.
▶️ The Guarantor Workflow in CRM IQThis video shows how to add a Guarantor in CRM IQ.
▶️ The Renewals Workflow in CRM IQThis video covers The Renewals Dashboard in CRM IQ and how to execute resident renewals.
▶️ Batch Renewals in CRM IQThis video shows how to generate proposals and batch renewals for multiple residents in CRM IQ.
▶️ Customer Merge in CRM IQThis video shows how to merge customer records in CRM IQ.
▶️ Agent Assist in CRM IQThis video shows how an Agent in CRM IQ can take over a conversation that a Customer is having with your Chatbot.
▶️ Managing Missed Appointments in CRM IQThis video shows how to dismiss and manage missed appointments in CRM IQ.
▶️ Move-Outs in CRM IQThis video shows how to complete a move-out in CRM IQ.
▶️ Unit Transfers in CRM IQThis tutorial shows how to complete a unit transfer in CRM IQ.
▶️ Adding a Roommate to an Existing ResidentThis video shows how to add a Roommate to an existing Resident.
▶️ The Bypassing Leases Setting in CRM IQThis video explains the Bypassing Leases setting in CRM IQ.
▶️ ID Verify in CRM IQThis video shows how to manage ID Verify in CRM IQ and the ID Verification Report.
🖥️ CRM IQ Training Part 1 | Introduction - WebinarThis webinar covers the basics of CRM IQ. Requirements to use it, navigation and terminology, various features, and CRM IQ resources.
🖥️ CRM IQ Training Part 2 | Communication Features and The Comm Hub - WebinarThis webinar covers The Communication Hub, Bulk Communication, Appointments, and Follow Ups in CRM IQ.
🖥️ CRM IQ Training Part 3 | Customer Centric Leasing Workflows - WebinarThis webinar covers Customer Scenarios, Customer Records, and Leasing Workflows in CRM IQ.
▶️ CRM IQ Live Support Introduction Webinar