Assigning Auto Text to the Incoming Leads

In this lesson you will learn how to automatically assign Facebook leads to a SMS and/or email campaign inside AgentLocator CRM.

Things to consider:

  1. Under the Profile section, User Preferences, remember to turn off the existing campaign… failing to do this will result in your leads being assigned to two campaigns at once!
  1. When you’re finished, you should have 2 campaigns set up… one for the website leads, and one for the Facebook Leads
  1. Once you’ve created a campaign, test your Facebook form again (remember to use an alternate email address) to ensure that the incoming lead is automatically assigned to your campaign