settings
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settings [2019/06/14 19:08] brittany [Round Robins For Different Lead Sources] |
settings [2020/05/28 20:42] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043709613 | ||
| ====== Settings ====== | ====== Settings ====== | ||
| ===== General Settings ===== | ===== General Settings ===== | ||
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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 ==== | + | ===== Templates ===== |
| - | Here, You will be able to create email, and text templates as well as Sign Up Responder Texts. | + | Here, you will be able to create email and text templates as well as how to set up text auto responders. |
| - | Click [[lead_manager_email_templates|here]] to learn about email teamplates. | + | {{::settings_templates.jpg?900|}} |
| - | The | + | 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.1560539331.txt.gz · Last modified: 2019/06/14 19:08 by brittany
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