Admin - Account Settings
Articles that will help with account settings. Only Admins have access to the account settings.
Lead Management
- Lead Assignment Options
- Automated Lead Reassignment
- How to Reassign an Up Sheet
- Round Robin Reports
- Adding or Editing a User in Round Robin
- Transferring Up Sheets from One Location to Another
- Automatically Replying to an E-Lead
- How to Export Data
- Bulk Assign Up Sheets
Action Plans
Templates (Emails & Texting)
- Add and Edit Email and Text Templates
- Guide to Appointment Data Tags
- Guide to Data Tags in AutoRaptor
- Text Template Library