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mojo_dialer [2018/06/01 20:04]
igor
mojo_dialer [2019/06/07 20:31] (current)
benn
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 ===== Setup ===== ===== Setup =====
  
-You can set set up the integration from the [[https://​leads.realgeeks.com/​settings/​third_party_integration|third party settings page]] ​ **Each agent** in your lead manager must **set this up themselves** in order to send leads to their calling groups.+You can set set up the integration from the [[https://​leads.realgeeks.com/​settings/​third_party_integration|third party settings page]]  ​ 
 + 
 +**Each agent** in your lead manager must **set this up themselves** in order to send leads to their calling groups
 + 
 +Multiple CRM users can be connected to a single Mojo account, but you must create an agent in Mojo for each user. Each agent in Mojo will only support one CRM user. 
 + 
 +Lenders cannot send leads to Mojo
  
 If you're the admin and have multiple agent accounts in Mojo, you can also login as each of your agents and follow the same steps in the [[https://​leads.realgeeks.com/​settings/​third_party_integration|third party settings page]] If you're the admin and have multiple agent accounts in Mojo, you can also login as each of your agents and follow the same steps in the [[https://​leads.realgeeks.com/​settings/​third_party_integration|third party settings page]]
  
-Each Real Geeks account can be linked ​to one Mojo account, under the same PIN numberBut you can connect multiple ​Mojo users inside that account ​with different agents ​in Real Geeks.+These steps are as follows:  
 + 
 +Click on Settings > Third Party Integrations > Setup (Next to Mojo
 + 
 +{{:​undefined:​untitled.png?​600|}} 
 + 
 +This will bring you to a sign in page. Please use the Email and Username associated with your Mojo User.  
 + 
 +{{:​mojo_sign_in.png?​400|}} 
 + 
 +Sign in with the username and password associated with your agent account. These are chosen when the agent is created ​in Mojo.  
 + 
 +{{:mojouser.png?​600|}} 
 + 
 ===== Sending Leads from Real Geeks to Mojo ===== ===== Sending Leads from Real Geeks to Mojo =====
  
mojo_dialer.1527883452.txt.gz · Last modified: 2018/06/01 20:04 by igor