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checklist_lead_manager [2019/05/03 23:06] brittany [Checklist] |
checklist_lead_manager [2019/05/03 23:07] brittany [Checklist] |
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* Users > New User | * Users > New User | ||
- | * A temporary password and username will be sent to the user via email. This password will only be accessible by the user. Click[[agents|here]] for additional information. | + | * A temporary password and username will be sent to the user via email. This password will only be accessible by the user. Click [[agents|here]] for additional information. |
**2. Configuring Email Integration and Email Sync | **2. Configuring Email Integration and Email Sync | ||
** | ** | ||
* Settings > Email Integration | * Settings > Email Integration | ||
- | * Go here http://docs.realgeeks.com/email_integration for additional information | + | * Click [[email_integration|here]] for additional information |
**3. Setting up Templates for Email and Text SMS Messaging | **3. Setting up Templates for Email and Text SMS Messaging | ||
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** | ** | ||
* Settings > Text Messaging | * Settings > Text Messaging | ||
- | * Go here http://docs.realgeeks.com/checklist_sms_text_feature for additional information. | + | * Click [[checklist_sms_text_feature|here]] for additional information. |
**6. Setting up Third Party Integrations | **6. Setting up Third Party Integrations |