lead_manager_texting
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lead_manager_texting [2019/03/15 16:27] corey Formatting |
lead_manager_texting [2019/03/21 00:51] brittany [Texting for Lenders] |
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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 ===== | ||
| + | |||
| + | 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|}} | ||
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lead_manager_texting.txt ยท Last modified: 2020/05/28 20:27 by michaels
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