Let's Go Over System Settings
Your System Settings allows you to easily navigate through the settings of different tools available in REI BlackBook including callflows, workflows, Profit Dial, notifications, tags, contacts, sources and more.
In this support article, we show you step-by-step how to navigate around your system settings menu.
1. Log in to your account and click on your name in the upper right-hand corner of your dashboard menu. In the drop-down menu, click on System Settings.
2. You will be directed to your System Settings sidebar menu.
Under general in your system settings sidebar menu, you can access your notifications and file manager.
- Notification: You can have your notifications from your Profit Dial number or Tasks sent to your email address or mobile phone number.
- File Manager: Here, you can upload files such as images and PDFs to your system.
Under CRM, you can access your contact tabs, tags and sources.
- Contact Tab: Here, you can manage your list of contact tabs. Add new tabs and update the existing contact tabs in the Contact Manager.
- Tags: Here, you can create new tags and manage existing ones.
- Sources: Here, you can create new sources and managing existing ones.
- Numbers: Here, you can find your list of Profit Dial phone numbers, as well add a new number and update the configuration of existing numbers.
- Extensions: Here, you can view your configured extensions for existing numbers, in addition add new extensions.
- Recordings: Here, you can view your list existing of recordings and create new recordings.
- Keywords: Here, you can see your list of existing keywords and add new keywords.
- Cutoff Times: Here, you can set the schedule for your follow up cut-off times.
- Workflows: Here, you can see your list of existing workflows and also you can add, delete and edit them.
- Callflows: Here, you can view your list of existing callflows and add, delete and edit them.
- Email Templates: Here, you can see your list of existing email templates, as well as add, delete and edit them.
- Letter Templates: Here, you can view your list of existing letter templates and you also can add, delete and edit them.
- Facebook Leads: Here, you can integrate your REI BlackBook account with your Facebook account to set up lead forms and map leads within REI BlackBook.
We appreciate you taking the time to navigate through your system settings!
If you have any questions or comments on any of the information above, please feel free to reach out to us at any time at email@example.com.