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REW Lead Manager 'How Do I' questions for the lead manager included in the V 2.0 REW platform.

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Old 05-17-2008, 04:53 PM
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Default customers missing I think

I used to have 200 or more customers. I only seem to see about 49. How can I see all of them on a page or pages? Have the others just gone missing or am I missing something?

Also how does one see the old data of viewing history before the swap over? I seem to have nothing before the switch over date. Thanks

Also is there a way to preview an e-mail before it is sent out and have default signatures? I still have the wrong default e-mail in place and would like it if my original one was there. thanks
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Old 05-20-2008, 10:41 AM
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Default Re: customers missing I think

Quote:
I used to have 200 or more customers. I only seem to see about 49. How can I see all of them on a page or pages? Have the others just gone missing or am I missing something?
Look in manage groups. All leads that have been previously assigned to groups will be listed within that group.
If you want to see ALL of your leads, new and old, just go to search leads and click search (don't put in any search criteria) and all of your leads appear chronologically (You can view their history when you click on the leads name and choose 'history').

Quote:
Also is there a way to preview an e-mail before it is sent out and have default signatures? I still have the wrong default e-mail in place and would like it if my original one was there. thanks
You can't preview emails at this time, but you could setup a campaign for yourself and email yourself before you send it to others What do you mean by default email? Any setting that you want changed, you should be able to do yourself in the backend. Are you referring to the autoresponses?
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Old 05-20-2008, 06:05 PM
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Default Re: customers missing I think

My default has always been gregg@propertyinsantacruz.com.It is not that now and I have to manually go in and change that each time. How can I have the default back?It is currently gregg@cacoastalhome.com, which was never my default. I suspect you have to change that. If I do,kindly point the right area for me to do so.

Gregg
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Old 05-21-2008, 10:33 AM
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Default Re: customers missing I think

In the lead manager, click 'Agents'

Click your name

Click edit

Here you can edit your default email

*I thought you were talking about the auto responder default email (which can also be edited in 'manage auto responders')
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Old 05-21-2008, 04:02 PM
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Default Re: change e-mail default

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Originally Posted by rew danielle View Post
In the lead manager, click 'Agents'

Click your name

Click edit

Here you can edit your default email

*I thought you were talking about the auto responder default email (which can also be edited in 'manage auto responders')
I went under agents and changed my default, thanks. I am assuming I can do a signature for all e-mails. Is that possible or a work order?
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Santa Cruz Beach Homes|Capitola Real Estate| Aptos Beach Homes Santa Cruz is a vibrant community, located on the north end of Monterey Bay, and is home to artisans, beach goers, hi tech types, and college students. There is plenty of natural beauty from the ocean side coastal towns to the little mountain communities. Let my 30 years of local knowledge and 20 years of real estate help you find the right home or property in Santa Cruz.
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