dotloop
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dotloop [2017/04/24 20:37] igor |
dotloop [2018/08/29 21:11] brittany [Sending Leads] |
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| Once Dotloop is set up as destination for your leads you will see a new button at the top of the leads list called "Send to…". This functions like any other bulk action on the list. | Once Dotloop is set up as destination for your leads you will see a new button at the top of the leads list called "Send to…". This functions like any other bulk action on the list. | ||
| - | {{:lead_manager:send_to_button.png|}} | + | {{::senttobuttonyas.jpg?800|}} |
| After selecting one or more leads you'll be presented with some options. Select "Dotloop" and fill in additional fields to be sent with that lead. | After selecting one or more leads you'll be presented with some options. Select "Dotloop" and fill in additional fields to be sent with that lead. | ||
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| Dotloop is a manual destination, which means leads are not sent to Dotloop automatically as they are saved in the Lead Manager, agents need to manually pick which leads they want and send. | Dotloop is a manual destination, which means leads are not sent to Dotloop automatically as they are saved in the Lead Manager, agents need to manually pick which leads they want and send. | ||
| - | Lead Manager does not sent lead updates to Dotloop and Dotloop does not send updates to the Lead Manager. | + | Lead Manager does not send lead updates to Dotloop and Dotloop does not send updates to the Lead Manager. |
dotloop.txt · Last modified: 2020/05/28 21:03 by michaels
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