This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
dotloop [2017/04/24 20:37] igor |
dotloop [2020/05/28 21:03] (current) michaels |
||
---|---|---|---|
Line 1: | Line 1: | ||
+ | #redirect https://support.realgeeks.com/hc/en-us/articles/360043208314 | ||
====== Dotloop ====== | ====== Dotloop ====== | ||
Line 11: | Line 12: | ||
Once Dotloop is set up as destination for your leads you will see a new button at the top of the leads list called "Send to…". This functions like any other bulk action on the list. | Once Dotloop is set up as destination for your leads you will see a new button at the top of the leads list called "Send to…". This functions like any other bulk action on the list. | ||
- | {{:lead_manager:send_to_button.png|}} | + | {{::senttobuttonyas.jpg?800|}} |
After selecting one or more leads you'll be presented with some options. Select "Dotloop" and fill in additional fields to be sent with that lead. | After selecting one or more leads you'll be presented with some options. Select "Dotloop" and fill in additional fields to be sent with that lead. | ||
Line 23: | Line 24: | ||
Dotloop is a manual destination, which means leads are not sent to Dotloop automatically as they are saved in the Lead Manager, agents need to manually pick which leads they want and send. | Dotloop is a manual destination, which means leads are not sent to Dotloop automatically as they are saved in the Lead Manager, agents need to manually pick which leads they want and send. | ||
- | Lead Manager does not sent lead updates to Dotloop and Dotloop does not send updates to the Lead Manager. | + | Lead Manager does not send lead updates to Dotloop and Dotloop does not send updates to the Lead Manager. |