Category: Configurations

Note: all configurations are open only for Admins and Account Owners only. Note: CIL is Real Estate related only. 1. Go to Configurations 2. CIL Settings 3. Add New CIL 4. Fill developer/project information 5. Fill E-mail information 6. Click Update

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Configurations > Products & Services attributes 2. Select fields you want > Active 3. Click Apply

Note: CIL is Real Estate related only. Contact Information Letter: linking the lead’s contact info (with the developer of choice) to the Sales in charge of the lead.

Note: all configurations are open only for Admins and Account Owners only. 1. Go to Sales > Products & Services 2. Add new product 3. Fill popup 4.Add product

Note: all configurations are open only for Admins and Account Owners only. 1. Go to configuration > Targets set up 2. Set Target 3. Fill pop up 4. Create

Note: all configurations are open only for Admins and Account Owners only. 1. Go to configuration 2. Press Targets set up 3. Press Set Individual Target 4. Fill pop up

Note: all configurations are open only for Admins and Account Owners only. FL Call is set up from our side. Client-side requirements: 1. A Unified phone number that will forward all calls to our server 2. Team members phone numbers who will receive the calls 3. IVR (voice message)

Note: all configurations are open only for Admins and Account Owners and Data Entry Managers only. 1. Configurations > Facebook connections 2. Check Status of each form connection 3. Track Lead Importing