LMS Flipbook 4.12.17

Options- Setting Up Your Defaults General a. Alerts- when a lead needs attention or when a new lead comes into the system b. IT generally sets up c. Everything should be checked 2. Customer Care a. Path to CCS that indicates you are integrated 3. User 1.

a. Set up your custom signature at bottom of emails b. DBA, address, phone number, contact person and title c. User Display Name- Customize the way your name appears in the script d. Next three items are checked off e. Can change font size, name, or window set up

4. Franchise

a. Typically set up for you b. Your “Contact Us” on your website c. Custom Estimate Report Path- copy and paste your path to store estimates- Contact IT if you want to set this up d. Next two items should be checked off 5. Mapping a. Default Mapping Engine- can be set up on Bing Maps or Map Point b. If you choose to use Map Point- put the file here 6. Perceptionist a. Shows you are integrated with Perceptionist 7. Home Advisor a. Very few businesses use 8. Accurate- Obsolete 9. Call Scripting- Set up your call script options a. Set font, name, salutation b. Decide if you want all upper case or mixture c. Check rest of boxes d. Choose script you want to use- most owners use script 1 e. Recently added an outbound script 10. Pricing- grid with your pricing a. Right side does not work b. Left side- i. Add in the different hourly rates ii. Increase from weekly to alt. weekly and to monthly

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