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lender_user [2016/03/03 19:54] sam |
lender_user [2020/05/28 20:41] (current) michaels |
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- | Lender User | + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043680193 |
+ | ====== Lender User ====== | ||
- | We have added a new (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. |
- | **Assignments:** Leads can be assigned to an Agent and a Lender independently of one another, and Lenders now have their own round robin settings. | + | If you are an admin and want to assign a lead to a lender, you can do so by changing the lender dropdown: |
- | **Activities:** Lenders and Agents can add activities to leads, and can choose to have the other assigned Agent/Lender notified when they do. | + | {{:lender_user.png|}} |
+ | |||
+ | |||
+ | ===== Add Lender ===== | ||
+ | |||
+ | 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. | ||
+ | |||
+ | To add a Lender user, you would: | ||
+ | |||
+ | - 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|}} | ||
+ | |||
+ | {{ :lead_manager:new_user_-_lender.png |}} | ||
+ | |||
+ | ===== Assignments ===== | ||
+ | |||
+ | Leads can be assigned to an Agent and a Lender independently of one another. Only one agent and one lender can be assigned to a lead. | ||
+ | Lenders also have their own round robin settings. | ||
+ | {{ :lead_manager:lender_round_robin.png |}} | ||
+ | |||
+ | ===== Activities ===== | ||
+ | |||
+ | Lenders and Agents can add activities to leads, and can choose to have the other assigned Agent/Lender notified when they do. | ||
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|}} |