Inbound - Existing Leads & Tenants

1. Existing leads and customers will be automatically matched by phone number when calling/texting in.

        2. After the alert has been answered, the call will be dialed into with the customer. Read the suggested greeting, review the Ai call summary, and close the prompt.

         3. Once the prompt is closed, the in-call features will now be accessible. Click View PMS to complete account related functions. 

See In Call/Alert Features section for more details on system functions available while on a call!