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--- lead_manager_texting [2019/03/15 16:27]
corey Linked to Merge Fields doc
+++ lead_manager_texting [2019/03/21 00:51]
brittany [Texting for Lenders]
@@ Line 149: / Line 149: @@
 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).
+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====
@@ Line 183: / Line 183: @@
 Calls from the lead to an agent via the texting number and the agent's
 CRN are recorded as lead activities as well.
+===== Texting for Lenders =====
+. Navigate to "Settings" > "Text Messaging". Click "Add number"
+{{::lmlendernumbertexting1.jpg?500|}}
+. Enter in an area code to start off and click "Search".
+{{::lmlendernumbertexting2-3.jpg?500|}}
+. "Reserve" a number.
+{{::lmlendernumbertexting3-2.jpg?500|}}
+. Select the "Lender" option.
+{{::lmlendertexting4.jpg?500|}}

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