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lead_manager_texting [2019/03/20 23:02]
brittany [Texting for Lenders]
lead_manager_texting [2019/09/11 15:42] (current)
samuel
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 Settings Page]] ​ Please carefully review our [[http://​www.realgeeks.com/​texting-terms/​ | Terms of Service]]. This feature is included with your subscription. 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 ​> Communication ​> Text Messaging > Enable Texting
 ** **
-{{:step-1.png?640|}}+{{:lead_manager_texting:​enable-texting.png?640|}}
  
 Please also be aware that this feature only activates if the user has not already been contacted. Please also be aware that this feature only activates if the user has not already been contacted.
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 From here you can search for a new number to add.  You have the choice From here you can search for a new number to add.  You have the choice
 between a **local** or a **toll-free** number. ​ Sometimes there may between a **local** or a **toll-free** number. ​ Sometimes there may
-not be any numbers available in your desired area code, in that case you +not be any numbers available in your desired area code, in that caseyou 
-can choose one that is near by or search again for a toll-free. +can choose one that is nearby ​or search again for a toll-free. 
-Currently we only have numbers available in the US and Canada. ​+Currentlywe only have numbers available in the US and Canada. ​
  
-**To Add a Company Texting Number follow this path: CRM > Settings > Text Messaging > Add Number+**To Add a Company Texting Number follow this path: CRM > Settings ​> Communication ​> Text Messaging > Add Number
 ** **
-{{:​step-2.png?​640|}} 
- 
  
 +{{:​lead_manager_texting:​add-texting-number.png?​640|}}
  
  
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 Ask your agents what number they would like to use as their call routing Ask your agents what number they would like to use as their call routing
-number. ​ The CRN will be saved automatically as soon as you enter a ten +number. ​ The CRN will be saved automatically as soon as you enter a ten-digit number. ​ Converselytheir CRN will be deleted as soon as their
-digit number. ​ Conversely their CRN will be deleted as soon as their+
 field is empty. field is empty.
  
-**To Add Agent Call Routing Numbers follow this path: CRM > Settings > Text Messaging > Routing Number+**To Add Agent Call Routing Numbers follow this path: CRM > Settings ​> Communication ​> Text Messaging > Routing Number
 ** **
-{{:step-3.png?640|}}+ 
 +{{:lead_manager_texting:​texting-call-routing-number.png?640|}}
  
  
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 from the [[https://​leads.realgeeks.com/​preferences/​templates | 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 unassigned ​the lead manager will send the sign up auto
 texts from the first admin. ​ Also, if the auto text for that lead's texts from the first admin. ​ Also, if the auto text for that lead's
 source is not enabled it will not send. source is not enabled it will not send.
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 ** **
  
-{{:lead_manager:auto_resp_1.jpeg?640|}}+{{:lead_manager_texting:texting-sign-up-auto-responder.png?640|}}
  
  
 **AUTO RESPONDER DELAY:** You have the option to delay the sign up auto responder texts a certain number of minutes. This makes the texts feel less automated.  ​ **AUTO RESPONDER DELAY:** You have the option to delay the sign up auto responder texts a certain number of minutes. This makes the texts feel less automated.  ​
  
-**To Set a Delay for Auto Responder Texts follow this path: CRM > Settings > Text Messaging > Immediately (in dropdown)**+**To Set a Delay for Auto Responder Texts follow this path: CRM > Settings ​> Communication ​> Text Messaging > Immediately (in dropdown)**
  
-{{:step-4a.png?640|}}+{{:lead_manager_texting:​texting-auto-responder-delay.png?640|}}
  
-**AUTO RESPONDER SET HOURS OF OPERATION:​** In addition to delay you have the option to set the hours of the day when you would like these automatic texts to go out.  Again making it feel less automated or if you don't want to send texts out in the middle of the night.+**AUTO RESPONDER SET HOURS OF OPERATION:​** In addition to the delayyou have the option to set the hours of the day when you would like these automatic texts to go out.  Again making it feel less automated or if you don't want to send texts out in the middle of the night.
  
-**To Set Business Hours for Auto Responder Texts follow this path: CRM > Settings > Text Messaging > During Set Hours+**To Set Business Hours for Auto Responder Texts follow this path: CRM > Settings ​> Communication ​> Text Messaging > During Set Hours
 ** **
-{{:​step-4b.png?​640|}} 
  
 This delays any texts made outside of business hours until your specified opening time. If a lead has been otherwise communicated with before that time then the text will not be sent out. This delays any texts made outside of business hours until your specified opening time. If a lead has been otherwise communicated with before that time then the text will not be sent out.
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 The Lead Manager features several different types of notifications that agents can receive based on the activities of the leads in their system. ​ The Lead Manager features several different types of notifications that agents can receive based on the activities of the leads in their system. ​
  
-You'll want to make sure you enable the text notification for "​Incoming text messages from leads"​. This  notification will be sent when an assigned lead sends a text message to the system text messaging number.+You'll want to make sure you enable the text notification for "​Incoming text messages from leads"​. This notification will be sent when an assigned lead sends a text message to the system text messaging number.
  
 **To Turn on Text Notifications for Incoming Text Messages from Leads follow this path: CRM > Settings > Notifications > Incoming Text Messages from leads > Email/Text **To Turn on Text Notifications for Incoming Text Messages from Leads follow this path: CRM > Settings > Notifications > Incoming Text Messages from leads > Email/Text
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 Every time the lead or the agent sends a text message, that will be Every time the lead or the agent sends a text message, that will be
-recorded as a lead activity. ​ These can be reviewed under the "​texts"​ tab+recorded as a lead activity. These can be reviewed under the "​texts"​ tab
 in the lead's activity history -or- through the following example. in the lead's activity history -or- through the following example.
  
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 ===== Texting for Lenders ===== ===== Texting for Lenders =====
  
-1. Navigate to "Settings" ​"Text Messaging". Click "Add number"​+1. Navigate to Settings > Communication > Text Messaging. Click "Add number"​
  
-{{::lendertexting1.jpg?700|}}+{{::lmlendernumbertexting1.jpg?500|}}
  
-2. Enter in an area code to start of and click "​Search"​.+2. Enter an area code to start off and click "​Search"​.
  
-{{::lendertexting2.png?400|}}+{{::lmlendernumbertexting2-3.jpg?500|}}
  
 3. "​Reserve"​ a number. 3. "​Reserve"​ a number.
  
-{{::lendertexting3.png?400|}}+{{::lmlendernumbertexting3-2.jpg?500|}}
  
 4. Select the "​Lender"​ option. 4. Select the "​Lender"​ option.
  
-{{::lendertexting4.png?400|}} +{{::lmlendertexting4.jpg?500|}}
- +
-5. The number will then appear under the Agent number. +
- +
-{{::​lendertexting5.png?​400|}}+
  
-6. Your lenders can then text their leads. ​ 
  
-{{::​lendertexting7.png?​400|}} 
  
-{{::​lendertexting8.jpg?​300|}} 
  
 ===== FAQ ===== ===== FAQ =====
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 ==== I think someone else is using our text number to contact people. ==== ==== I think someone else is using our text number to contact people. ====
  
-In the event you believe someone outside of your company is using your text messaging number to contact people, please notify us immediately and include as much detailed information about the issue as possible including the affected texting number. We will contact our third party texting service to investigate whether or not your number has been compromised. In the meantime, you will also want to replace the texting number to stop the malicious activity. The chances of this happening are very rare.+In the event you believe someone outside of your company is using your text messaging number to contact people, please notify us immediately and include as much detailed information about the issue as possible including the affected texting number. We will contact our third-party texting service to investigate whether or not your number has been compromised. In the meantime, you will also want to replace the texting number to stop the malicious activity. The chances of this happening are very rare.
  
  
lead_manager_texting.1553122934.txt.gz · Last modified: 2019/03/20 23:02 by brittany