Lisa by Dynasty Support

When Does Lisa Cross-Sell Units and Properties?

If one property doesn’t have the type of unit that a prospect is looking for, Lisa will try to cross-sell to them. Lisa has two approaches to cross-selling: Finding units at nearby properties owned b…

How Do I Setup a Property with On-site and Off-site Agents?

Lisa expects that on-site agents will be at a property during their scheduled hours. They must have a lower showing order , e.g. 1st or 2nd, than off-site agents. To send appointments to the off-site…

How Do I Tell Lisa About a New Agent?

Bosses can introduce new agents to Lisa. Ask Lisa to add an agent to a property. She will send a form asking their: First name,. Last name,. Email address,. Role (i.e. leasing agent, manager, etc.),…

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Announcements

1 article by 1 author

AppFolio Features

Booking Appointments

13 articles by 2 authors

Guest Cards

Interactive Voice Response

Marketing

7 articles by 1 author

Onboarding

17 articles by 1 author

Reports

Scheduling and Blocks

21 articles by 1 author

Training Lisa's Behavior

Understanding Lisa's Behavior