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moveto_app [2020/01/08 23:31] samuel |
moveto_app [2020/01/09 00:09] samuel |
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- | ===== MoveTo App===== | + | ====== MoveTo Mobile App ====== |
The MoveTo App was made for leads as a quick way to search properties on your site from their phone. The lead must have an account in the CRM to access. | The MoveTo App was made for leads as a quick way to search properties on your site from their phone. The lead must have an account in the CRM to access. | ||
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{{:moveto_mockup.png|}} | {{:moveto_mockup.png|}} | ||
- | ====Step 1: Set the access banner for your leads.==== | + | ===== Set the access banner for your leads ===== |
Go to your site's backend: <yoursite>.com/admin | Go to your site's backend: <yoursite>.com/admin | ||
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* The default setting is set for "Enabled - Only for Logged in Users". | * The default setting is set for "Enabled - Only for Logged in Users". | ||
- | ====Step 2: From your phone, open a web browser==== | + | **From your phone, open a web browser** |
If you would like to try testing out the app as well, you must have an account as a lead in the CRM to access. You will want to open the app from opening a browser on your phone (e.g. Safari or Chrome) and going to your site. At the top of the page, you will see the banner to open your app. | If you would like to try testing out the app as well, you must have an account as a lead in the CRM to access. You will want to open the app from opening a browser on your phone (e.g. Safari or Chrome) and going to your site. At the top of the page, you will see the banner to open your app. | ||
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{{::app19.jpg?800|}} | {{::app19.jpg?800|}} | ||
- | ====== Sending a link to the app ====== | + | ===== Sending a link to the app ===== |
You can create an email template that will allow you to send out links to the app in the lead manager. | You can create an email template that will allow you to send out links to the app in the lead manager. |