Day 1 Funnel Checklist
Task
Description
Link your desk phone to Funnel
Ensure your desk phone can link properly with Funnel. Additional instructions can be found in article KB0014037 in AccessMAA. This must be done before any leads are managed.
Link your Outlook calendar to Funnel
Ensure your Outlook calendar is linked properly with Funnel. Additional instructions can be found in article KB0014599 in AccessMAA. When you change your MAA password (every 90 days), be sure to also re-sync your email with Funnel. This must be done before any leads are managed.
Create your Funnel email signature
This must be done before any leads are followed up on. You will only need to do this once. Your signature should look as follows:
First Name Last Name
Title, Property Name
Property Office Address
Cite, State, Zip Code
P: Office Number
Property vanity URL
Review your individual Funnel appointment availability
Validate that your individual appointment availability is the same as your property’s scheduled touring hours. Additional instructions can be found in article KB0013953 in AccessMAA. If have you have any set days of the week you do not work, you can check the closed box for that day.
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