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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 anotherand Lenders now have their own round robin settings.+If you are an admin and want to assign ​lead to a lenderyou 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|}} 
lender_user.1457034893.txt.gz · Last modified: 2016/03/03 19:54 by sam