Never miss a lead notification! When text message notifications are on, agents and brokers receive notice of lead activity on their Agenta website via SMS. Notifications will arrive for the following communication types:
- Information Request
- Contact Request
- Showing Request
- Valuation Request
Each text message includes the name of the lead as well as the lead type, and a link to your Agenta Leads Manager with auto-login to allow viewing of detailed lead information. The text message also includes the lead’s email address and phone number, if entered. Messages are sent from a number that does not accept return calls or text messages.
To receive lead notifications via text message in addition to email, follow the steps below to configure your account.
Log in to your Agenta Dashboard and navigate to Dashboard -> Agenta Leads Manager.
Next, navigate to Setup > Alert & Email Settings > Basic Setup.
Enter your mobile phone number in the Main Company Mobile Number field, using the number of the phone on which you would like to receive text messages. Turn the Receive lead notifications via text message? setting to Yes and save your changes.
Lead notifications set to route to the main company contact will arrive via email as well as text message.
Troubleshooting: If you are not receiving text messages after following these steps, check the Advanced Routing settings and make sure that the lead types you would like to receive are all configured to be sent to the main company contact.
Brokerage Text Lead Notifications
Broker clients can follow the above steps to receive leads directly on a mobile phone and can also make these notifications available to their agents.
To allow agents to receive text message notifications, login to your Agenta Dashboard, and navigate to Dashboard -> Agenta Leads Manager.
Next, navigate to Setup > Agents and Offices > Basic Settings and set Send Agents Lead Notifications via Text setting to Yes.
Any agent with a mobile phone number entered on their profile will then receive lead notifications via text message in addition to email. This setting can be turned off on the individual agent profile for those who would not like to receive text notifications.