Once you have activated
your account, login and go to the "Settings"
screen. This is where you supply
LeadPhone™ with the basic information
required to provide you with your phone
notifications.
-
Password: You can modify
your password at any time. For
security purposes, each character in
your password is replaced with asterisks
(*) in the display.
-
Phonetic Name: If your name
doesn't sound right when spoken by
LeadPhone, you can enter a phonetic
spelling to "tweak" the pronunciation.
This field can be left blank if the
system speaks your name properly.
-
Email/LeadPhone™ Address:
This is the email address you must
forward your leads to if you want
LeadPhone™ notification calls from that
source. It cannot be edited.
-
Email/Notification Email: This is
the address you would like to have
matching emails forward to, if any.
Any email processed by LeadPhone™ and
matching your criteria will be forwarded
to this address. Can be left
blank, if desired.
-
Email/Mobile Email: If you
use an email addressable pager or email
device, like a BlackBerry™,
you can enter the email address for the
device here. A copy of any
notification emails will also be sent to
this address (in addition to the
'notification email' above, and the
phone call. Can be left blank, if
desired.
-
Phone Notification/Phone:
Enter your cell phone number here.
This is the default number which will
receive notification calls.
-
Phone
Notification/Alternate Phone:
Enter an alternate phone number here, if
desired. LeadPhone™ does not call
both numbers, but on your LeadPhone™
"Notification
Options" page you can select between the
primary and alternate numbers you wish
to have called.
-
Suppress Calls/When No
Phone Number Found: LeadPhone™ will
normally make a cell phone notification
call on any email that appears to be a
lead or matches one of your keywords.
Some agents do not want the urgent phone
call unless the lead includes a
telephone number. If you want to
suppress calls when no consumer
telephone number is found, check this
box.
-
Suppress Calls/Same Phone
Number Received Within __ Days:
You may receive multiple inquiries from
the same person over a short period of
time. LeadPhone™ will normally call
you each time a matching lead is
received. If you would prefer not
to receive multiple phone calls in this
situation, you can instruct the system
to ignore subsequent calls occurring
within a specified number of days.
If you wish to use this feature, enter
the number of days here.
-
Notification Hours/Time Zone:
Select your time zone, here. Time
zones automatically adjust for Daylight
Savings Time except for users in those
areas which do not observe DST (Hawaii,
Arizona, and parts of Indiana).
Those users will need to manually adjust
to the neighboring time zone when DST
starts and stops elsewhere in the
country.
-
Notification Hours/IN-OUT Times:
Select the normal hours during which you want to receive
LeadPhone™ notification calls.
Emails received outside these hours will
still be received in your email, but a
call will not be made (even the next
morning). If you want no calls at
all on a particular day, set the IN time
and the OUT time to the same hour.
You can temporarily over-ride these
normal hours on the "Notification
Options" screen.
-
Other/Voice: Select whether
you want your LeadPhone™ calls to be
delivered in a Female or Male voice.
-
Other/Font Size: You can
modify the font size used throughout the
LeadPhone™ application. The setting
will remain in effect each time you log
into your LeadPhone™ account.
-
Other/Top Producer 7i
Code: Feature coming soon!
Users of Top Producer 7i will soon be
able to push your LeadPhone™ leads
directly into your Top Producer Lead
Manager. The code which
enables that feature will be entered
here.
