lender_user
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lender_user [2017/01/10 02:13] diane |
lender_user [2020/05/28 20:41] michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043680193 | ||
| ====== Lender User ====== | ====== Lender User ====== | ||
| - | We have added a (FREE) feature to help our customers who are working with a lender. You can now add a new type of user: Lender User. | + | We have added a new feature to help our customers who are working with a lender. You can now add a new type of user: Lender User. |
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| + | If you are an admin and want to assign a lead to a lender, you can do so by changing the lender dropdown: | ||
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| + | {{:lender_user.png|}} | ||
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| + | ===== Add Lender ===== | ||
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| + | At the moment, a user can only be designated as a Lender when they are created. If you have any existing lenders using Lead Manager already and don't want to create new accounts for them, contact us for help migrating them. | ||
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| + | To add a Lender user, you would: | ||
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| + | - Login to your Lead Manager account | ||
| + | - Go to the **Users** tab | ||
| + | - Click on the **New User** button | ||
| + | - Enter the email address of the lender user | ||
| + | - Change the **Role** field to **"Lender"** | ||
| + | |||
| + | {{::lenderuser2_1.jpg?900|}} | ||
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| + | {{ :lead_manager:new_user_-_lender.png |}} | ||
| ===== Assignments ===== | ===== Assignments ===== | ||
| Line 14: | Line 36: | ||
| Lenders are the same as Agents, except that they don't have the following features enabled: | Lenders are the same as Agents, except that they don't have the following features enabled: | ||
| - | * text messaging and phone call routing | ||
| * autoresponders | * autoresponders | ||
| * third-party integrations (Top Producer, Infusionsoft, MailChimp) | * third-party integrations (Top Producer, Infusionsoft, MailChimp) | ||
| - | At the moment, a user can only be designated as a Lender when they are created. If you have any existing lenders using Lead Manager already and don't want to create new accounts for them, contact us for help migrating them. | ||
| - | |||
| - | {{:lender_user.png|}} | ||
lender_user.txt · Last modified: 2020/05/28 20:41 by michaels
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