lead_manager_texting
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lead_manager_texting [2018/08/16 17:17] brittany [Step 1: Enabling the Feature] |
lead_manager_texting [2019/03/21 00:47] brittany [Texting for Lenders] |
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| Before you and your agents can use the texting system an admin must enable the feature. This can be accomplished from the [[https://leads.realgeeks.com/settings/text_messaging | Text Messaging | Before you and your agents can use the texting system an admin must enable the feature. This can be accomplished from the [[https://leads.realgeeks.com/settings/text_messaging | Text Messaging | ||
| - | Settings Page]] Please carefully review our [[http://www.realgeeks.com/texting-terms/ | Terms of Service]]. This feature is free. | + | Settings Page]] Please carefully review our [[http://www.realgeeks.com/texting-terms/ | Terms of Service]]. This feature is included with your subscription. |
| **To Enable the Feature follow this path: CRM > Settings > Text Messaging > Enable Texting | **To Enable the Feature follow this path: CRM > Settings > Text Messaging > Enable Texting | ||
| Line 91: | Line 91: | ||
| a lead when they get added to the Lead Manager. What message is sent to | a lead when they get added to the Lead Manager. What message is sent to | ||
| them depends on what source they came in from. You can manage these | them depends on what source they came in from. You can manage these | ||
| - | from the [[https://leads.realgeeks.com/settings/sign_up_auto_responder_texts | sign up responder texts]] settings page. | + | from the [[https://leads.realgeeks.com/preferences/templates | sign up responder texts]] settings page. |
| If the lead is un assigned the lead manager will send the sign up auto | If the lead is un assigned the lead manager will send the sign up auto | ||
| Line 148: | Line 148: | ||
| At any time you can add more or edit existing templates. | At any time you can add more or edit existing templates. | ||
| + | |||
| + | Merge Fields may be added to automatically insert Lead or Agent information, such as %%{{FIRST_NAME}}%% to insert the Lead's first name. (Note: merge fields are cannot predict character count, as the length of the inserted information may change per Lead or Agent.) Click [[merge_fields|here]] for a complete list of available Merge Fields (under CRM Merge Field). | ||
| ====Step 7: Learning How to Initiate Texts==== | ====Step 7: Learning How to Initiate Texts==== | ||
| Line 181: | Line 183: | ||
| Calls from the lead to an agent via the texting number and the agent's | Calls from the lead to an agent via the texting number and the agent's | ||
| CRN are recorded as lead activities as well. | CRN are recorded as lead activities as well. | ||
| + | |||
| + | ===== Texting for Lenders ===== | ||
| + | |||
| + | 1. Navigate to "Settings" > "Text Messaging". Click "Add number" | ||
| + | |||
| + | {{::lmlendernumbertexting1.jpg?500|}} | ||
| + | |||
| + | 2. Enter in an area code to start off and click "Search". | ||
| + | |||
| + | {{::lmlendernumbertexting2-3.jpg?400|}} | ||
| + | |||
| + | 3. "Reserve" a number. | ||
| + | |||
| + | {{::lmlendernumbertexting3-2.jpg?400|}} | ||
| + | |||
| + | 4. Select the "Lender" option. | ||
| + | |||
| + | {{::lendertexting4.png?400|}} | ||
| + | |||
| + | |||
lead_manager_texting.txt ยท Last modified: 2020/05/28 20:27 by michaels
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