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LeadManager: My Settings Page

TOPICS COVERED IN THIS ARTICLE:

  • An Overview Of The My Settings Page

 

 

ENVIRONMENT:

  • LeadManager

 

 

 

DETAILS:

 

 

The My Settings Page is the location where you input your contact information and configure some settings that govern how Velocify™ functions.

 

First, access the Menu page by clicking on your name in the upper right of the header.

 

 

Under Preferences, click on My Settings

 

 

 

Contact Information and Dial-IQ Phone

The values that you put into the fields in the first few fields are your contact information. These may appear in emails that Velocify sends out automatically so be sure that you enter them as you want them to appear in official, external business communication.

 

Dial-IQ users will also need to put their Dial-IQ phone number here.

 

The Dial-IQ Phone is the number that Dial-IQ will place most calls to when trying to connect you to leads. 

 

Position: enter your title here. This value may be pulled into emails, so be sure to enter your full, official title.

 

 

Note

Use this like a custom field.

 

Enter any text that you may want to pull into an email signature block.

 

 

 

Custom Fields

 

Enter text in these custom fields that you would like to appear in a users signature block.

Often these are left blank, but some companies put their physical address or a tagline here.

 

 

Receive Text Message (SMS) or Pop Up Notifications

 

Check Pop up to see a pop up window when new leads are assigned

 

Check Text Message if you want to receive an SMS Text Message when you are assigned a new lead.

 

Note: You must also select a service provider and that standard text message rates will apply.

 

 

 

 

Receive Email Open Notification

Click this checkbox if you want to receive a notification when one of your emails is opened.

 

 

Calendar Start and End Hours

 

Click the hours that comprise your workday. This is important for receiving leads through automatic distribution.

 

Default Calendar View

 

Choose to have your calendars default view include all reminders or only your own.

 

 

Show Calendar Background Highlights

 

Check this box to display highlights in the calendar wherever there are tasks or appointments scheduled.

 

 

 

Upon Login Go To

 

Choose to have either the Dashboard, Normal Lead View or Priority Lead View load upon log in.

 

 

Click Apply to save your changes and stay on the page.

 

Click Submit to save changes and be taken to the Dashboard.

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