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Tristy Lee (Unlicensed)

Tristy Lee (Unlicensed)

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Action Tool

Description

Phone

  • Lists all phone numbers within the lead details and gives the user the ability to call

  • See theClick to Callarticle for details

Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/716175071?h=fe63b95a48&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Click-To-Call\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
SMS
Allows the user to open the SMS chatbox and send SMS messages to the lead
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/717910270?h=cdc7fccb88&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"SMS | Text\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Follow up
Allows the user to create a follow up appointment for any lead
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/718668323?h=53c1b257c6&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Action Tools Follow-Ups\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Add Note
Allows the user to add notes to the lead
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/719183099?h=683e5590a1&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Notes\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Export
Allows the user to export lead data to any of the third-party systems configured with the organization
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/721576792?h=6f98dc80c6&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Export Action Tool\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Property Info
Provides the option to display property details for the property information in lead details
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/720464033?h=3c70c1b8e0&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Property Info\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
No Sale/Do Not Contact
Used to move a lead directly to the No Sale or Do Not Contact status
 Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/721545986?h=2b0b3123a6&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Action Tools No Sale / Do Not Contact\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
Manager Review
Allows the user to add a Manager Review note to the lead
Download
Used to download the lead details in the following formats:
  • CSV file
  • Tab Delimited file
  • Fannie Mae file
Import
  • This action tool is used to import data from third-party integrations
    • Credit Report
    • Fiserv
    • Magnus
  • See the Credit Pull article for more details
Assign
Used to assign agents to the lead
Change Status
Used to change the status of the lead to any status within the organization
Refresh
Used to refresh and load any updates made to the lead details
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