lender_user
Differences
This shows you the differences between two versions of the page.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
|
lender_user [2017/01/19 00:31] diane |
lender_user [2020/05/28 20:41] (current) michaels |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| + | #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. |
| + | |||
| + | If you are an admin and want to assign a lead to a lender, you can do so by changing the lender dropdown: | ||
| {{:lender_user.png|}} | {{:lender_user.png|}} | ||
| - | ===== Add User ===== | + | ===== 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. | 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. | ||
| Line 17: | Line 20: | ||
| - Enter the email address of the lender user | - Enter the email address of the lender user | ||
| - Change the **Role** field to **"Lender"** | - Change the **Role** field to **"Lender"** | ||
| + | |||
| + | {{::lenderuser2_1.jpg?900|}} | ||
| {{ :lead_manager:new_user_-_lender.png |}} | {{ :lead_manager:new_user_-_lender.png |}} | ||
| Line 31: | 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) | ||
lender_user.1484785904.txt.gz · Last modified: 2017/01/19 00:31 by diane
Page Tools
