SMS Text Messages when Transferring a Lead to a Staff Member (Optional) Follow
SMS Text Messages when Transferring a Lead to a Staff Member. Another type of SMS Text Messaging feature that is available in Law Ruler is the ability to add SMS Text Reminders to your most important and urgent tasks that your staff may need to perform. This is also great for notifying staff that may be out of the office or that work in the field, who may not always be near a computer and can’t login to Law Ruler throughout the day.
Note: The User’s Mobile Phone # must be in the User Management page for the SMS Text messages to work properly. Please add this if it is not already there for each staff member.
- Click on the “Transfer Lead” button from the Lead Inbox, or from within the Add/Update Lead screen to begin creating a new task for your staff member(s).
- Scroll down and Click the box next to “Send SMS Text Reminders with this Task” at the bottom of the “Add Task” popup window to turn SMS ON for this Task.
- Users will receive SMS Texts in the same fashion as they do with email notifications where they will receive 1 SMS Message when a Task is Assigned, 1 SMS Message when the task goes to Yellow Light, and another SMS Message when the task goes to Red Light (If not performed).