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lead_manager_texting [2018/08/30 13:36] derrick |
lead_manager_texting [2019/03/21 00:47] brittany [Texting for Lenders] |
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At any time you can add more or edit existing templates. | At any time you can add more or edit existing templates. | ||
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+ | 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==== | ||
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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. | ||
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+ | ===== Texting for Lenders ===== | ||
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+ | 1. Navigate to "Settings" > "Text Messaging". Click "Add number" | ||
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+ | {{::lmlendernumbertexting1.jpg?500|}} | ||
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+ | 2. Enter in an area code to start off and click "Search". | ||
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+ | {{::lmlendernumbertexting2-3.jpg?400|}} | ||
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+ | 3. "Reserve" a number. | ||
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+ | {{::lmlendernumbertexting3-2.jpg?400|}} | ||
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+ | 4. Select the "Lender" option. | ||
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+ | {{::lendertexting4.png?400|}} | ||
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