Notes for VJ.
Notes for Skinney:
Current Setup for texting-
-Miami has Dasha as sales dir. Houston has Katie as sales dir.
-They have their own accts that they can log in and their own phone numbers for each acct.
-Show them how to assign leads to a employee.
-They currently have google voice numbers. moving away from that
-Leads assigned just to that user
-Don't reword to "calls". Leave it as attempts. They are used to that term.
-Show them how to create templates and photos to templates.
-They use salesforce to manage the leads. automated text goes out through salesforce.
-Gina works all of the leads for all the locations. She's still going to call leads but at some point we're going to turn off automated texts for miami and houston in salesforce.
-We made need a direct line without prompts
Current Setup for texting-
-Miami has Dasha as sales dir. Houston has Katie as sales dir.
-They have their own accts that they can log in and their own phone numbers for each acct.
-Show them how to assign leads to a employee.
-They currently have google voice numbers. moving away from that
-Leads assigned just to that user
-Don't reword to "calls". Leave it as attempts. They are used to that term.
-Show them how to create templates and photos to templates.
-They use salesforce to manage the leads. automated text goes out through salesforce.
-Gina works all of the leads for all the locations. She's still going to call leads but at some point we're going to turn off automated texts for miami and houston in salesforce.
-We made need a direct line without prompts