dotloop
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dotloop [2017/04/24 20:28] igor created |
dotloop [2020/05/28 21:03] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043208314 | ||
| ====== Dotloop ====== | ====== Dotloop ====== | ||
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| 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. | ||
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| When you click "Export Leads" each lead you selected will be created as a Loop in Dotloop. | When you click "Export Leads" each lead you selected will be created as a Loop in Dotloop. | ||
| + | ===== How it Works ===== | ||
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| + | 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. | ||
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| + | Lead Manager does not send lead updates to Dotloop and Dotloop does not send updates to the Lead Manager. | ||
dotloop.1493065699.txt.gz · Last modified: 2017/04/24 20:28 by igor
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