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Launch Sorsana safely
Set up source documents, channels, emergency routing and activation checks.
Updated 2026-09-12 · Organisation adminIntegrationsConnect HubSpot CRM
Set up credentials and field mappings, choose which system owns each field, and test the connection.
Updated 2026-09-12 · Organisation admin, Integration adminChannelsSet up and test voice conversations
Connect a phone number under Channels › Phone numbers, set the greeting, disclaimer and transfer numbers, then make a test call.
Updated 2026-10-13 · Organisation admin, Property managerMaintenanceConfigure emergency maintenance and on-call routing
Set emergency questions, approved contacts, on-call schedules and unanswered-call handling.
Updated 2026-09-12 · Organisation admin, Property manager, On-call staffMaintenanceCreate and manage maintenance work orders
Create work orders, record access permission, track repairs and confirm completion.
Updated 2026-09-12 · Property manager, Resident supportResident recordsCampaign consent, frequency and opt-out rules
Set consent checks, message frequency and opt-out rules.
Updated 2026-09-12 · Organisation admin, Leasing managerIntegrationsConnector capability matrix
Supported records and actions for HubSpot, Street, Fixflo, Google Workspace and Microsoft 365.
Updated 2026-09-12 · Organisation admin, Integration adminGetting startedSet up your leasing assistant
Connect enquiry channels, publish listings, configure qualification and test a complete viewing journey.
Updated 2026-09-12 · Organisation admin, Leasing managerKnowledgeImport and review Rightmove listings
Upload listing content, map it to the correct property and verify availability.
Updated 2026-09-12 · Organisation admin, Leasing managerChannelsConnect Gmail or Microsoft enquiry mail
Connect a dedicated inbox, including a Microsoft shared mailbox, and verify ongoing sync.
Updated 2026-09-12 · Organisation admin, Leasing managerChannelsConnect hosted enquiry email
Configure SendGrid Inbound Parse, verified sending and signed delivery events.
Updated 2026-09-12 · Organisation admin, Leasing managerChannelsConnect WhatsApp and SMS
Configure Twilio numbers, incoming messages, receipts and WhatsApp permission.
Updated 2026-09-12 · Organisation admin, Leasing managerLeads & viewingsConnect and sync viewing calendars
Choose Google or Microsoft calendars, assign them to properties and verify changes.
Updated 2026-09-12 · Organisation admin, Leasing managerLeads & viewingsConfigure qualification and direct booking
Set transparent assessment criteria and enable booking only after the property is ready.
Updated 2026-10-14 · Organisation admin, Leasing managerInboxTake over conversations and review exceptions
Handle ambiguous enquiries and pause automatic replies while staff are in control.
Updated 2026-09-12 · Organisation admin, Leasing managerChannelsUnderstand message delivery and viewing reminders
Distinguish queueing, provider acceptance, receipts and uncertain outcomes.
Updated 2026-09-12 · Organisation admin, Leasing managerIntegrationsCheck and recover enquiry sync
Use connection status, last successful sync and safe recovery controls.
Updated 2026-09-12 · Organisation admin, Leasing managerIntegrationsIntegration setup for your IT administrator
Understand responsibility for OAuth applications, provider permissions and callback configuration.
Updated 2026-09-12 · Organisation admin, Leasing manager