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chat [2019/08/13 16:30] samuel |
chat [2019/08/13 18:47] samuel |
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===== The Benefits of Live Chat ===== | ===== The Benefits of Live Chat ===== | ||
- | Utilizing the Real Geeks Live Chat is a great way to provide value to your clients instantly. With our tool, you can now chat in real-time to your leads as they are looking at properties, thus leading to better communication. The tool will also inform you when a client is actively on your website, so feel free to chat some properties that might be of interest to that lead based on their search. | + | Utilizing the Real Geeks Live Chat is a great way to provide value to your clients instantly. With our tool, you can now chat in real-time to your leads as they are looking at properties, thus leading to better communication. The tool will also inform you when a client is actively on your website, so feel free to send some properties that might be of interest to that lead based on their search. |
===== Checklist for Set up ===== | ===== Checklist for Set up ===== | ||
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**To Turn on Notifications for Incoming Chat Messages from Leads follow this path: CRM > Settings > Notifications > Incoming Chat Messages from leads > Email/Text | **To Turn on Notifications for Incoming Chat Messages from Leads follow this path: CRM > Settings > Notifications > Incoming Chat Messages from leads > Email/Text | ||
** | ** | ||
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+ | Please note: | ||
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+ | * Agents will only receive 1 notification per hour per lead | ||
==== Step 3: Configure Chat Templates ==== | ==== Step 3: Configure Chat Templates ==== | ||
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* Maximum File Size: 2.5MB | * Maximum File Size: 2.5MB | ||
- | * Supported File Types: .jpg, .png, .gif, .pdf, .docx, .txt | + | * Supported File Types: .jpg, .png, .gif, .pdf, .docx, .doc, .txt, .csv |
* You can only send one file at a time | * You can only send one file at a time | ||