Goal: Route your tracking numbers → Flair number → community line so Flair logs/records inbound calls and powers call intelligence—while your leasing team keeps answering the same way they do today.
Prerequisites
✅ You have a Flair phone number for the community (found in: Flair → Property → Community Settings → Dialer).
✅ Your CRM IQ is already using tracking numbers (you will NOT replace public website numbers).
✅ You know the community/main line (the final destination your CRM IQ tracking numbers forward to).
High-Level Routing (What You’re Doing)
Current: Tracking Numbers → Community Line
New: Tracking Numbers → Flair Number → Community Line
Step-by-Step in Yardi CRM IQ
A client who completed this shared the exact click-path; we’ve expanded it into a reliable checklist.
Log in to CRM IQ with admin access.
Navigate to
Tracking and Routing → Default Routing
Open Manage Voice Groups
Find the Voice Group used by your tracking numbers (often your “Main” or “Leasing” group).
Add Flair Number to the Group
Click Add Number (or equivalent).
Paste your Flair number (E.164 or local format accepted by CRM IQ).
Save.
Update the Group Order/Rules
Ensure Flair number is in the active/primary call path for the group.
If you’re using ring-all or round-robin, set Flair as the first hop (or ensure it always receives the call).
Save changes.
Publish / Confirm Routing
Confirm the Default Routing for affected tracking numbers points to the Voice Group that includes the Flair number.
Save and publish.
QA: Test & Verify (5-Minute Smoke Test)
Call a tracking number from your mobile.
Confirm it rings the community (your leasing line should pick up as usual).
In Flair → Call Logs, verify the inbound call appears within a few minutes:
Labeled as Incoming
Shows the call came from your number
Optional: Let it go to voicemail once to ensure voicemail routing still behaves as expected.
Best Practices & Tips
Do not replace your public website numbers; only re-route your tracking numbers to the Flair number in CRM IQ.
Keep your IVR/phone tree in CRM IQ intact—Flair should be the first hop, not a replacement for your tree logic.
If two communities share the same leasing office number, coordinate with Flair to avoid duplicate triggers when the same prospect appears for both (we have safeguards—let us know).
Set business hours and holiday rules in Flair to match your CRM IQ routing expectations.
Rollback (If Needed)
If you need to revert quickly:
Tracking and Routing → Default Routing → Manage Voice Groups → Remove Flair number → Save → Publish.
Your previous routing will resume immediately.
Quick Success Checklist
Flair number added to Manage Voice Groups
Default Routing → Voice Group includes Flair number
Test call logs visible in Flair Call Logs
Leasing team confirms no disruption in answering
After-hours and voicemail behavior confirmed