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checklist_sms_text_feature [2019/05/03 21:46] brittany [Text Notifications to YOU, the Agent] |
checklist_sms_text_feature [2019/09/11 15:51] samuel |
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=====Checklist===== | =====Checklist===== | ||
- | **1. Site Owner should Enable the Tool in Lead Manager | + | **1. Site Owner should Enable the Tool in Lead Manager (Texting feature is FREE) |
** | ** | ||
- | * Settings tab > Text Messaging | + | * Settings tab > Communication > Text Messaging |
**2. Enter Agent(s) Routing Numbers | **2. Enter Agent(s) Routing Numbers | ||
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**7. Watch Our Detailed Lead Manager Texting “How to” Video | **7. Watch Our Detailed Lead Manager Texting “How to” Video | ||
** | ** | ||
- | * To leanr more click [[lead_manager_texting|here]]. | + | * To learn more click [[lead_manager_texting|here]]. |