Manager Abilities – Export CSV Leads, Change SMS Texts to Users, Basic Site Settings

There are four different user types on VestorFilter™. Managers have the highest level of permissions and can access the WordPress Settings for the whole site which include a spot to export out all leads via CSV (comma separated value).

Export Out all Leads CSV

Keep in mind, with the setup of your website we will help connect to your 3rd party marketing sites via API code so you don’t have to manually perform this task. But let’s say you just started a new marketing campaign with a different tech. tool and want to fill it up with all your VestorFilter™ site leads. You can do that by exporting out and uploading to the new system. Just login as a MANAGER then go to settings on the WordPress menu bar.

Then select Vestor Filter from the resulting options.

Then select the Tools tab.

Then hit the Export to CSV button.

Change what your SMS Texts to users says.

When a user registers and leaves a phone number they will get a series of four SMS texts. This is a short but powerful text campaign. This is under the SMS tab.

You can change the four text messages to whatever you want.

{NAME} adds the user who signed up first name to the text message.

The email highlighted above is the email that will receive any message the user texts back.

The SMS Message Signature is the Agent’s name or Team / Brokerage name, you want added at the end of the message.

Once you’ve picked everything you want, don’t forget to hit the Save Settings button.