checklist_lead_manager
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| Both sides previous revision Previous revision Next revision | Previous revision | ||
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checklist_lead_manager [2019/05/03 23:01] brittany [Quick Walk-through Video] |
checklist_lead_manager [2019/05/03 23:07] (current) 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. Go here http://docs.realgeeks.com/agents 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 | ||
| Line 32: | Line 32: | ||
| ** | ** | ||
| * 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 | ||
checklist_lead_manager.1556924486.txt.gz ยท Last modified: 2019/05/03 23:01 by brittany
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