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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.
moveto_app.txt ยท Last modified: 2020/05/28 19:45 by michaels