Support for Apartment Investor Pro Customers

Support for Apartment Investor Pro Customers

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Third Party Services – Connecting to An Investor Portal

by | May 13, 2021 | Investor Portal, Support, Third Party Services

Having a place where you can show your investors projects your company is working on is essential. With Apartment Investor Pro, we include a basic ‘investor only page’. However, you may already have a more robust investor portal account set up with another...

Dive Deeper Into ActiveCampaign (4/4) – How to use Deals

by | Mar 25, 2020 | Resource Bundle, Support, Third Party Services

As a little bonus, I’ll walk you through a scenario of what you might do next after you have a call with someone. Below I clicked “Add a deal” and added myself as a prospect in the “To Contact” column. This is where we want to put people...

Dive Deeper Into ActiveCampaign (3/4) – Creating an Automation

by | Mar 25, 2020 | Resource Bundle, Support, Third Party Services

For creating a deal, we’ll just create a new automation from scratch.  If you want a more complex setup that moves prospects along through various stages of the deal based on booking a series of calls, ActiveCampaign has a pre-made “recipe” for...

Dive Deeper Into ActiveCampaign (2/4) – Setting up your “Deals”

by | Mar 25, 2020 | Resource Bundle, Support, Third Party Services

The first thing you’ll need to do is define your “Deal” how you want it to work in your business. Keep in mind, the Deals feature is only available for the Plus plan and above. If you haven’t already created a deal, I’ll quickly walk you...

Dive Deeper Into ActiveCampaign (1/4) – Set up Automations in ActiveCampaign

by | Mar 24, 2020 | Resource Bundle, Support, Third Party Services

Now we need to create an Automation in Active Campaign so that things will happen when a contact gets the tag we specified. We’re going to need 2 automations: one for sending messages to the person who books a call to remind them about the call so they show up...

How to Connect ActiveCampaign To Calendly Using Zapier (part 2 of 2)

by | Mar 24, 2020 | Resource Bundle, Support, Third Party Services

If you have multiple team members in your Calendly account who people can book calls with, the built-in integration in Active Campaign won’t work, at least not yet.  So you’ll need to use Zapier for that.   There may be other cases where you’d...
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