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==== Step 1: Enabling the Feature ==== | ==== Step 1: Enabling the Feature ==== | ||
+ | {{:lead_manager:chat-enable.png|}} | ||
Before you and your agents can use the live chat feature, an admin must enable the feature. This can be accomplished from the [[https://leads.realgeeks.com/preferences/communications/chat | Communication Settings]] page. This feature is included with your subscription. | Before you and your agents can use the live chat feature, an admin must enable the feature. This can be accomplished from the [[https://leads.realgeeks.com/preferences/communications/chat | Communication Settings]] page. This feature is included with your subscription. | ||
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==== Step 2: Turn on Notifications for “Incoming Chat Messages from Leads” ==== | ==== Step 2: Turn on Notifications for “Incoming Chat Messages from Leads” ==== | ||
+ | {{::chat-notifications.png|}} | ||
The Lead Manager features several different types of [[notifications | notifications]] that agents can receive based on the activities of the leads in their system. | The Lead Manager features several different types of [[notifications | notifications]] that agents can receive based on the activities of the leads in their system. | ||
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==== Step 3: Configure Chat Templates ==== | ==== Step 3: Configure Chat Templates ==== | ||
+ | {{:chat-templates.png|}} | ||
Just like with emails and texts, we allow you and each of your agents to save some | Just like with emails and texts, we allow you and each of your agents to save some | ||
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==== Step 4: Learn How to Initiate a Chat and View Chat Conversations ==== | ==== Step 4: Learn How to Initiate a Chat and View Chat Conversations ==== | ||
+ | {{:chat-initiate.png|}} | ||
Once the chat is open you will see the most recent messages that have | Once the chat is open you will see the most recent messages that have |