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mojo_dialer [2019/06/07 20:27] benn |
mojo_dialer [2020/05/28 21:04] (current) michaels |
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+ | #redirect https://support.realgeeks.com/hc/en-us/articles/360043722213 | ||
====== Mojo Dialer ====== | ====== Mojo Dialer ====== | ||
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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]] |
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+ | **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. | 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. | ||
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Click on Settings > Third Party Integrations > Setup (Next to Mojo) | Click on Settings > Third Party Integrations > Setup (Next to Mojo) | ||
- | {{:undefined:untitled.png|}} | + | {{:undefined:untitled.png?600|}} |
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+ | This will bring you to a sign in page. Please use the Email and Username associated with your Mojo User. | ||
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+ | {{:mojo_sign_in.png?400|}} | ||
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+ | 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|}} | ||
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| **Lead field** | **Mojo Contact field** | | | **Lead field** | **Mojo Contact field** | | ||
| Name | | | | Name | | | ||
- | | Address, City, State and Zip | Adderss | | + | | Address, City, State and Zip | Address | |
| Email | | | | Email | | | ||
| Phone | Mobile Phone | | | Phone | Mobile Phone | |