Automation

0 minutes 42 seconds

Introduction to Automation

2 Lessons | Total: 5 minutes

What is an Automation?

0 minutes 59 seconds

Overview of Automation and how to access your Automations.

3 minutes 36 seconds

How to Create an Automation

3 Lessons | Total: 13 minutes

Creating an Automation

2 minutes 37 seconds

What is a Trigger?

3 minutes 37 seconds

What is an Action Step?

6 minutes 2 seconds

How Triggers Work

11 Lessons | Total: 27 minutes

Contact Triggers

5 minutes 24 seconds

Appraisal Triggers

1 minutes 48 seconds

Form Builder Response Triggers

0 minutes 56 seconds

Reference Check Triggers

1 minutes 36 seconds

Inspection Triggers

3 minutes 5 seconds

Property Triggers

2 minutes 44 seconds

Contract Triggers

2 minutes 26 seconds

Potential Tenancy and Application Triggers

2 minutes 3 seconds

Time, Campaign, Enquiry, Calendar and Offer Triggers

3 minutes 27 seconds

Project and Address Triggers

1 minutes 54 seconds

Using Multiple Triggers

1 minutes 26 seconds

How Action Steps Work

8 Lessons | Total: 30 minutes

General Action Steps

6 minutes 27 seconds

Contact Action Steps

5 minutes 49 seconds

Property and Contract Action Steps

3 minutes 58 seconds

Potential Tenancy and Inspection Time Action Steps

4 minutes 8 seconds

Incoming Enquiry Action Steps

2 minutes 7 seconds

Reccuring Actions Action Steps

2 minutes 31 seconds

Reference Check Action Steps

2 minutes 10 seconds

Addresses Action Steps

2 minutes 11 seconds

Eagle Default Automations

11 Lessons | Total: 72 minutes

Admin Default Automations

4 minutes 21 seconds

Contracts Default Automations

1 minutes 30 seconds

Eagle Leasing Default Automations (Co-Occupant, Current Tenant and Landlord)

6 minutes 44 seconds

Eagle Leasing Default Automations (Potential Tenant 1 - 11)

8 minutes 54 seconds

Eagle Leasing Default Automations (Potential Tenant 12 - 21)

6 minutes 41 seconds

Eagle Leasing Default Automations (Property Manager and Reference Check)

4 minutes 5 seconds

Leasing Default Automations

9 minutes 32 seconds

Marketing Default Automations

2 minutes 49 seconds

Propspecting Default Automations

2 minutes 11 seconds

Sales Bookings Default Automations

7 minutes 53 seconds

Sales Default Automations

17 minutes 19 seconds

How to Troubleshoot Automations

2 Lessons | Total: 7 minutes

How to Check the Status of an Automation and how they function within Sidebars

4 minutes 10 seconds

How to Manually Trigger Automations

2 minutes 11 seconds

View Chapters

Creating an Automation

Auto Play