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lead_manager_texting [2018/08/30 13:36]
derrick
lead_manager_texting [2019/03/21 00:51]
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.
 +
 +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.
 +
 +===== 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?​500|}}
 +
 +3. "​Reserve"​ a number.
 +
 +{{::​lmlendernumbertexting3-2.jpg?​500|}}
 +
 +4. Select the "​Lender"​ option.
 +
 +{{::​lmlendertexting4.jpg?​500|}}
 +
 +
  
  
lead_manager_texting.txt ยท Last modified: 2019/09/11 15:42 by samuel