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SeniorlyHQ Help Center

SeniorlyHQ is a lead management app created for Senior Living Advisors and their teams to manage their lead pipeline on the go. Learn about common features here.

By Seniorly Editor · Updated Feb 7, 2023
Reviewed by Sushanth · Reviewed Jan 1, 2023
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Checkout SeniorlyHQ's highly rated features!
- New lead notifications directly to your phone.
- Accept/reject leads on the go.
- Update stage, add notes, and add tasks to manage leads.

Find commonly asked questions about SeniorlyHQ below. If you don't find what you need to please submit a request here
 


Lead Management FAQs

How can I see a family lead's contact info?

In the family lead overview page, tap ‘Accept’. This will take you to the family details screen and you will also see the button to contact the family directly from the app.

 

How can I close a family lead?

In the family lead details page, tap ‘Update Stage’. You should add the reason for closing this lead by either selecting an option or adding your own.

 

Can I create tasks?

You can go the tasks tab in the family details screen and tap ‘Add’. Enter the details of the task and tap ‘Save’. This task will be automatically related to this family.


Account Management FAQ

How do I login if I am a current Partner Advisor with Seniorly?
To login, use your existing Seniorly email and password as you would with our current CRM on desktop.

 

How do I sign up to become a Partner Advisor with Seniorly?
Visit https://www.seniorly.com/partners/agents to apply and our team will contact you.
 

How do I reset my password?
Go to Settings (bottom right button)
Tap Password

Enter in your current and new password.
 

How do I deactivate my account?
Please reach out to our team at partneragents@seniorly.com to deactivate your account. 


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