Overview 

Need some help as you're diving into the details and learning Aline CRM? We're here to help!

Below, you'll find a series of informative tutorials sorted by category. Of course, you can also give us a shout with any lingering questions or concerns. Click here to email our support team or Click here to schedule a support call!

The CRM Dashboard

There's tons of valuable tools and shortcuts bundled on the Aline CRM Dashboard!  Check out the tutorials below to learn more about navigating through the dashboard and adding a new prospect from the dashboard.

Navigating Aline CRM Dashboard

Adding a Prospect from the CRM Dashboard

Prospect Profile Basics

You have your new prospect, so now's the time to plug in the details like additional discovery information, demographic data, contacts, and more!  Of course, you'll also likely want to start managing activities with the new prospect. Check out the tutorials below to learn all about it!

Navigating the Prospect Profile

Adding Information to the Prospect Profile

Activity Management

Explaining Sales Stage Activities

Prospect Move In / Move Out Activities

As your prospect inches closer to an official reservation or move in, you'll be interacting with tools like waitlists, transactions, deposits, housing contracts, reservations, and the like!  Below, you'll find some useful tutorials that focus on the tools you'll need to know in order to make a prospect a resident!

Recording a Transaction, Waitlist, and Deposit Activity

Recording a Deposit and Move-In via Housing Contract

Completing a Move In Activity and Updating a Prospect to Resident

Completing a Move Out

Additional Tasks

Last, but not least, not every prospect may work out, so you'll likely be utilizing CRM tools like managing lost leads and accepting or rejecting batches of new ones. Check out the tutorials below to learn more about those tools and processes!

Making a Prospect a Lost Lead

Managing New Leads (Pre-Leads - Accepting or Rejecting)