System Settings: Overview

The System Settings Side Bar Menu allows you to easily navigate through the settings of different tools available in REI BlackBook. To access the System Settings, click on Your Account Name (Admin) and select System Settings
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A. GENERAL 

  • Notification - manage notifications sent from your Profit Dial number or Tasks to your email address or mobile phone number.
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  • File Manager - this section will allow you to upload files such as images and PDF files to your system. 
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B. CRM

  • Contact Tab - this is where you can add new tabs and update the existing tabs of your contacts in the Contact Manager.
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  • Tags - lists all the available tags, and allows you to create and edit tags.
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  • Sources - lists all the available sources, and allows you to create and edit sources.
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C. PROFIT DIAL

  • Numbers - lists the account's numbers. This is where you can also add a new number and update the configuration of existing numbers.
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  • Extensions - lists all configured extensions for existing numbers, this is where you can also add new extensions.
    Screen_Shot_2019-02-24_at_22.24.37.png

  • Recordings - lists existing recordings, and this is where you can also add new recordings.
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  • Keywords - lists existing keywords, and this is where you can also add new keywords.
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  • Cutoff Times - this is where you can set the schedule for your follow up cut-off times.
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D. AUTOMATION

  • Workflows - shows the list of existing workflows; this is also where you can add, delete and edit workflows.
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  • Callflows - shows the list of existing call flows; this is also where you can add, delete and edit call flows.
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  • Email Templates - shows the list of existing email templates; this is also where you can add, delete and edit email templates.
    Screen_Shot_2019-02-24_at_22.28.11.png

  • Letter Templates - shows the list of existing letter templates; this is also where you can add, delete and edit letter templates.
    Screen_Shot_2019-02-24_at_22.28.19.png 

 

Now that you know what the items on side bar menu are for you can easily navigate through System Settings. If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at support@reiblackbook.com

 

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