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Both sides previous revision Previous revision Next revision | Previous revision | ||
lender_user [2019/06/13 21:16] brittany [Add Lender] |
lender_user [2020/05/28 20:41] michaels |
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+ | #redirect https://support.realgeeks.com/hc/en-us/articles/360043680193 | ||
====== Lender User ====== | ====== Lender User ====== | ||
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- Change the **Role** field to **"Lender"** | - Change the **Role** field to **"Lender"** | ||
- | {{::lenderuser2_1.jpg?400|}} | + | {{::lenderuser2_1.jpg?900|}} |
{{ :lead_manager:new_user_-_lender.png |}} | {{ :lead_manager:new_user_-_lender.png |}} | ||
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Lenders are the same as Agents, except that they don't have the following features enabled: | Lenders are the same as Agents, except that they don't have the following features enabled: | ||
- | * text messaging and phone call routing | ||
* autoresponders | * autoresponders | ||
* third-party integrations (Top Producer, Infusionsoft, MailChimp) | * third-party integrations (Top Producer, Infusionsoft, MailChimp) | ||