Find your way around ResiCRM

Platform: ResiCRM · For: Sales, Executive Director, Regional Sales Director, Organization Admin

ResiCRM is your community's sales workspace. It lives at www.resionboarding.com/resicrm/dashboard.

Before you start

Your organization needs ResiCRM turned on. Sign-in is shared with ResiOnboarding, so you use the same email and password.

Steps

Go to www.resionboarding.com/resicrm/dashboard.
Sign in if asked. You return to ResiCRM after you sign in.
Use the left menu. Pages are grouped under Pipeline, Qualification, Engagement, Operations, Insights and Administration.
On a phone, use the bottom tabs: Home, Prospects, Pipeline, Tasks and More. More opens every other page.
To sign out, choose Sign out at the bottom of the menu.

Good to know

Your role sets what you can see and change. Your role shows under your name at the bottom of the menu.

Sales Counselor: works prospects in assigned communities.
Executive Director: leads assigned communities and their counselors.
Regional Sales Director: sees every community in the organization.
Organization Admin: manages communities, people and settings.
Read Only: can view assigned communities but not change them.

Team opens in ResiOnboarding. That is where invitations and roles are managed.

If your organization has more than one Resi product, a short list above the menu lets you switch.

Every page footer reminds you that ResiCRM supports, and never replaces, professional financial and clinical judgment.

If something goes wrong

If you see "ResiCRM isn't turned on for your organization", your account owner can contact the team. If a page says your access doesn't include it, ask an administrator.

Use Help & support at the bottom of the left menu, or email support@resionboarding.com. Support hours are weekdays, 8 AM to 6 PM Mountain. Critical issues get a reply within 2 business hours. General questions get a reply by the next business day.