💬 The link that customers will use will be the one in your company information. Here are the steps to add or change it.
1. Click on Company Settings
2. Scroll down
3. Look for the part that says Review URL
4. Click in the box to edit or add link
5. Scroll down to the bottom
6. Click on Save
💬 Once we have this information saved, proceed to move the Deal to Project Complete and the message will be sent automatically.
7. Click on Jobs Pipeline
8. Search for Project in Progress
9. Put your mouse over the project you want to move until the mouse arrow turns into a cross with 4 arrows. When this happens click and drag it to "Project(s) Complete".
10. This Pop-up will show up
Make sure your drips are not disabled
11. Click on Move
This is when your client will start receiving Drips according to the configuration set for "Project Completed".
💬 If you want to modify the text that the customer receives in the message, then...
12. Click on Drips
13. Scroll to the bottom
14. Click on PROJECT COMPLETE
15. Click on 30 Minute Review Request
Or in the message you want to change
16. This Pop-up will show up
You can also change the time to send it after you have moved the project to "Project Complete", the type, could be SMS or Email or Both
17. Click on the box with the text to change it
Remember we use Keywords, so your client and your information can be automatically complete. If by mistake you delete any of them you can go to the blue box, click on the one you need and it will be copied to your clipboard and you can paste it back into the message.
18. Click on Save
