notifications
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notifications [2016/09/22 23:56] antonia |
notifications [2020/05/28 20:42] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043709553 | ||
| ====== Notifications ====== | ====== Notifications ====== | ||
| - | The Lead Manager features several different types of notifications that agents can receive based on the activities of the leads in their system. Below we will go over setting up notifications, the types of notifications and additional administrator level notifications. | + | The Lead Manager features several different types of notifications that users can receive based on the activities of the leads in their system. Below we will go over setting up notifications, the types of notifications and additional administrator level notifications. |
| ===== Enabling Notifications ===== | ===== Enabling Notifications ===== | ||
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| Prior to getting access to notifications settings, the permission to adjust these needs to be enabled by an administrator. | Prior to getting access to notifications settings, the permission to adjust these needs to be enabled by an administrator. | ||
| - | * **Agents**: Contact your Lead Manager administrator and request the permission to access your notification settings | + | * **Users**: Contact your Lead Manager administrator and request the permission to access your notification settings |
| - | * **Administrators**: Locate the agent who needs to have notification permissions enabled in your list of agents. In the agent's profile, toggle the permission related to notifications access. | + | * **Administrators**: Locate the user who needs to have notification permissions enabled in your list of users. In the user's profile, toggle the permission related to notifications access. |
| - | {{ ::lm_permissions01.png?400 |}} | + | {{::notificationspermissionrar.jpg?400|}} |
| - | Once notifications are enabled, the agent will be able to access their notification settings. **Admins**: The option to enable notifications for an agent is up to you, but if you choose not to allow this setting to an agent, you will need to set up the notifications for them. | + | Once notifications are enabled, the user will be able to access their notification settings. **Admins**: The option to enable notifications for a user is up to you, but if you choose not to allow this setting to an user, you will need to set up the notifications for them. |
| - | Notification settings are accessible either in an Agent's profile or under the specific notifications tab in the Lead Manager's settings. | + | Notification settings are accessible either in a Users' profile or under the specific notifications tab in the Lead Manager's settings. |
| ===== Notification Addresses ===== | ===== Notification Addresses ===== | ||
| - | There are three separate notification addresses that can be set up in an agent's profile: | + | There are three separate notification addresses that can be set up in a user's profile: |
| * **Notification Email Address** - Primary notification address, usually matches the login email. | * **Notification Email Address** - Primary notification address, usually matches the login email. | ||
| * **Alternate Emails** - Alternate notification addresses. Can have multiple addresses, separated by a comma. | * **Alternate Emails** - Alternate notification addresses. Can have multiple addresses, separated by a comma. | ||
| * **Text Emails** - Emails that are sent to a mobile text message address. The format for these is dictated by your mobile provider but an example would be 1234567890@vtext.com for Verizon. | * **Text Emails** - Emails that are sent to a mobile text message address. The format for these is dictated by your mobile provider but an example would be 1234567890@vtext.com for Verizon. | ||
| - | {{ ::lm_notifications01.png?500 |}} | + | {{::notificationaddressrar.jpg?700|}} |
| - | ===== Notifications for Agents ===== | + | ===== Notifications for Users ===== |
| - | Here are the notifications available to agents. These are all notifications as they pertain to leads that are assigned to the specific agent. | + | Here are the notifications available to users. These are all notifications as they pertain to leads that are assigned to the specific user. |
| - | * **New leads*** - Notification sent when a new lead is assigned to the agent. | + | * **New leads*** - Notification sent when a new lead is assigned to the user. |
| * **Seller Leads valuation inquiry** - Notification sent when an assigned lead completes the property valuation form. | * **Seller Leads valuation inquiry** - Notification sent when an assigned lead completes the property valuation form. | ||
| * **Incoming emails from leads** - Notification sent when an assigned lead writes an email and the Lead Manager receives it. | * **Incoming emails from leads** - Notification sent when an assigned lead writes an email and the Lead Manager receives it. | ||
| Line 36: | Line 37: | ||
| * **Leads favorite a property** - Notification sent when an assigned lead adds a property to their list of favorites. | * **Leads favorite a property** - Notification sent when an assigned lead adds a property to their list of favorites. | ||
| * **Leads share a property via email** - Notification sent when an assigned lead shares a property using the share via email function on a property details page. | * **Leads share a property via email** - Notification sent when an assigned lead shares a property using the share via email function on a property details page. | ||
| - | * **Follow-up reminders** - Notification sent when the agent has scheduled a follow-up. | + | * **Follow-up reminders** - Notification sent when the user has scheduled a follow-up. |
| * **Daily follow-up reminders** - Notification sent on a daily basis, summarizing all scheduled follow-ups. | * **Daily follow-up reminders** - Notification sent on a daily basis, summarizing all scheduled follow-ups. | ||
| - | * **Idle lead reassignments** - Notification sent when a lead is reassigned to the agent due to Idle Lead Reassignment settings. | + | * **Lead reassigned** - Notification sent when leads are reassigned. |
| + | * **Lender Assignments** - Notification sent when lenders are assigned leads | ||
| * **Potential Seller Leads** - Notification sent when a potential seller lead enters that specific database. | * **Potential Seller Leads** - Notification sent when a potential seller lead enters that specific database. | ||
| *Leads reassigned in bulk do not trigger New Lead notifications. | *Leads reassigned in bulk do not trigger New Lead notifications. | ||
| - | {{ ::lm_notifications02.png?500 |}} | + | {{ :lead_manager_notifications_updated.png?500 |}} |
| ===== Notifications for Team Leaders and Administrators ===== | ===== Notifications for Team Leaders and Administrators ===== | ||
| - | Team Leaders and Administrators have access to a second set of notifications. These notifications are labeled with the category of Agents and pertain to activities relating to the entire company, not just leads that are assigned to you. | + | Team Leaders and Administrators have access to a second set of notifications. These notifications are labeled with the category of Users and pertain to activities relating to the entire company, not just leads that are assigned to you. |
| - | * **Agents - Outgoing emails to leads** - Notification sent when an agent sends an outgoing email out of the Lead Manager. | + | * **Users - Outgoing emails to leads** - Notification sent when a user sends an outgoing email out of the Lead Manager. |
| - | * **Agents - Activities** - Notification sent when an agent logs an activity on a lead's activity feed. | + | * **Users - Activities** - Notification sent when a user logs an activity on a lead's activity feed. |
| - | * **Agents - New Leads** - Notification sent when an agent is assigned a new lead. | + | * **Users - New Leads** - Notification sent when a user is assigned a new lead. |
| - | * **Agents - Seller Leads valuation inquiry** - Notification sent when an agent's assigned lead completes a Property Valuation form. | + | * **Users - Seller Leads valuation inquiry** - Notification sent when a user's assigned lead completes a Property Valuation form. |
| - | * **Agents - Incoming emails from leads** - Notification sent when an agent receives an incoming email from an assigned lead. | + | * **Users - Incoming emails from leads** - Notification sent when a user receives an incoming email from an assigned lead. |
| - | * **Agents - Incoming text messages from leads** - Notification sent when an agent receives an incoming text message from an assigned lead. | + | * **Users - Incoming text messages from leads** - Notification sent when a user receives an incoming text message from an assigned lead. |
| - | * **Agents - Leads become active** - Notification sent when an agent's assigned lead becomes active. | + | * **Users - Leads become active** - Notification sent when a user's assigned lead becomes active. |
| - | * **Agents - Leads favorite a property** - Notification sent when an agent's assigned lead adds a favorite property. | + | * **Users- Activity shared by another user** - Notification sent when an admin or another agent creates an activity on a lead's account |
| - | * **Agents - Leads share a property via email** - Notification sent when an agent's lead uses the share by email function. | + | * **Users - Leads favorite a property** - Notification sent when a user's assigned lead adds a favorite property. |
| - | * **Agents - Follow-up reminders** - Notification when an agent has a scheduled follow-up. | + | * **Users - Leads share a property via email** - Notification sent when a user's lead uses the share by email function. |
| - | * **Agents - Daily follow-up reminders** - Daily summary notification of agent's scheduled follow-ups. | + | * **Users - Follow-up reminders** - Notification when a user has a scheduled follow-up. |
| - | * **Agents - Idle lead reassignments** - Notification when a lead is reassigned due to Idle Lead Reassignment. | + | * **Users - Daily follow-up reminders** - Daily summary notification of agent's scheduled follow-ups. |
| + | * **Users - Lead reassigned** - Notification when a lead is reassigned due to Idle Lead Reassignment. | ||
| + | |||
| - | {{ ::lm_notifications03.png?500 |}} | + | {{ :user_notification_settings_updated.png?500 |}} |
| Don't forget to save after setting up your notification settings and notification emails! | Don't forget to save after setting up your notification settings and notification emails! | ||
notifications.1474588580.txt.gz · Last modified: 2016/09/22 23:56 by antonia
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