lead_manger_top_producer
Differences
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| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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lead_manger_top_producer [2015/02/06 22:03] christopher [Top Producer Steps:] |
lead_manger_top_producer [2017/04/13 20:05] brittany [Lead Manager Steps:] |
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| Line 8: | Line 8: | ||
| 2. Click on "Settings" | 2. Click on "Settings" | ||
| - | 3. Click on "3rd Party Integration Settings" | + | 3. Click on "Third Party Integration" |
| 4. Scroll down to "Top Producer Lead Export" | 4. Scroll down to "Top Producer Lead Export" | ||
| Line 15: | Line 15: | ||
| 6. Complete the [[lead_manger_top_producer_beta#to_producer_steps|Top Producer Steps]] below and then finally "Enable" your Top Producer by adding your Top Producer Username and clicking Save. | 6. Complete the [[lead_manger_top_producer_beta#to_producer_steps|Top Producer Steps]] below and then finally "Enable" your Top Producer by adding your Top Producer Username and clicking Save. | ||
| + | |||
| + | Once set up any leads that **are first assigned to your user** in the Lead Manager will be exported to Top Producer. **Leads that are not assigned to your user will not be exported to top producer**. Also if any of the lead's contact information is changed in our Lead Manager or they change it on your site, that information will be updated on Top Producer as well (**only happens while lead is assigned to your user in the Lead Manger**). This will only applies to information about the lead like Name, Address, Phone number... etc. | ||
| + | |||
| + | Think of this feature as an //export// tool rather than a //synchronization//. **New leads will be sent to top producer as they are assigned. Lead activity and communication will not be exported to Top Producer, and activity on Top Producer will not be sent back to our Lead Manger.** | ||
| ==== Top Producer Steps: ==== | ==== Top Producer Steps: ==== | ||
| Line 32: | Line 36: | ||
| Now the new lead provider should show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message. {{ :lead_provider_table.png?nolink |}} | Now the new lead provider should show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message. {{ :lead_provider_table.png?nolink |}} | ||
| - | |||
| - | Once set up any leads that **are first assigned to your user** in the Lead Manager will be exported to Top Producer. **Leads that are not assigned to your user will not be exported to top producer**. Also if any of the lead's contact information is changed in our Lead Manager or they change it on your site, that information will be updated on Top Producer as well (**only happens while lead is assigned to your user in the Lead Manger**). This will only applies to information about the lead like Name, Address, Phone number... etc. | ||
| - | |||
| - | Think of this feature as an //export// tool rather than a //synchronization//. **New leads will be sent to top producer as they are assigned. Lead activity and communication will not be exported to Top Producer, and activity on Top Producer will not be sent back to our Lead Manger.** | ||
| If you have any questions about the top producer integration, [[http://www.realgeeks.com/support/|fill out our support form]]. | If you have any questions about the top producer integration, [[http://www.realgeeks.com/support/|fill out our support form]]. | ||
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