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settings [2018/02/23 20:58]
brittany
settings [2019/06/15 00:24] (current)
brittany [Calendar Integration]
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 ====== Settings ====== ====== Settings ======
 ===== General Settings ===== ===== General Settings =====
 +
 +{{::​settings_general.jpg?​650|}}
  
 Here, you can change your contact information,​ auto responder email, signature, and round robin status. Round robin status should be changed if a user is going on vacation (set to //Not Available//​),​ or moving to another area and would like the geographic round robin lead assignment method to assign him leads in the new area. Here, you can change your contact information,​ auto responder email, signature, and round robin status. Round robin status should be changed if a user is going on vacation (set to //Not Available//​),​ or moving to another area and would like the geographic round robin lead assignment method to assign him leads in the new area.
 +
 +
 ===== Notifications ===== ===== Notifications =====
 +
 +{{::​settings_notifications.jpg?​900|}}
  
 This is just a set of checkboxes representing each event that can generate a notification. If you'd like to be notified by email each time a given event occurs, tick the corresponding checkbox. After you're done ticking and un-ticking checkboxes, the box should change into a green box. This means that your changes have been saved. This is just a set of checkboxes representing each event that can generate a notification. If you'd like to be notified by email each time a given event occurs, tick the corresponding checkbox. After you're done ticking and un-ticking checkboxes, the box should change into a green box. This means that your changes have been saved.
 +
 +
 ===== Lead Assignment ===== ===== Lead Assignment =====
  
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 The lead routing process requires different inputs for each source and can be set up within the Lead Manager under Settings > Lead Assignment > Third Party Sources. The lead routing process requires different inputs for each source and can be set up within the Lead Manager under Settings > Lead Assignment > Third Party Sources.
  
 +===== Templates =====
 +
 +Here, you will be able to create email and text templates as well as how to set up text auto responders.
 +
 +{{::​settings_templates.jpg?​900|}}
 +
 +Click [[lead_manager_email_templates|here]] to learn about email and text templates.
 +
 +Click [[lead_manager_texting?​s[]=text&​s[]=templates#​step_4configure_sign_up_auto_responder_text|here]] to learn about sign up responder texts.
 +
 +===== Email Integration =====
 +
 +{{::​settings_emailintegration.jpg?​900|}}
 +
 +Use this feature to send emails directly from the lead manager via your preferred email account.
 +
 +We've built our own Email Sync that can record both incoming AND outgoing emails with your leads outside the CRM. It uses your GMail or Microsoft integration for sending Email. Messages take about 5 minutes to show up in the activity history.
 +
 +Click [[email_integration|here]] to learn more.
 +
 +
 +===== Text Messaging =====
 +
 +{{::​settings_textmessaging.jpg?​900|}}
 +
 +Here, you can enable texting, and contact your leads in an awesome way to turn real estate internet leads into hot appointments and convert them into sales
 +
 +Click [[lead_manager_texting|here]] to learn more.
 +
 +=====Calendar Integration=====
 +
 +{{::​settings_calendar.jpg?​900|}}
 +
 +This is where you can set up syncing your personal calendar to appear in the “Calendar” tab in the lead manager. ​
 +
 +Click [[calendar|here]] to learn more.
 +
 +=====Third Party Integration=====
 +
 +{{::​settings_3rdparty.jpg?​900|}}
 +
 +You can use other lead generation websites to send leads into your CRM. You can send leads from your Website as they come in to one of the destinations we integrate with.
 +
 +To learn more, click [[third_party_lead_sources|here]].
 ===== Customizable Lead Attributes ===== ===== Customizable Lead Attributes =====
  
settings.1519419495.txt.gz · Last modified: 2018/02/23 20:58 by brittany