What do Skyler360 Icons Represent?

STEP 1:  Leads with a Gold Text Icon have a text conversation with Skyler360

STEP 2:  Leads with a Musical Note Icon indicate the Lead left a message in response to the Agent’s initial voicemail recording

STEP 3:  Click on the Lead Number OR View the Lead from the Actions Icon

STEP 4:  Click on the Recordings Tab

STEP 5:  Click on the Play Icon to listen to the recording

STEP 6:  A Maroon Text Icon means the Agent has entered a Note associated with the Lead

STEP 7:  Click on the Lead Number OR Click the Actions Icon & View Lead

STEP 8:  Click on the Notes Tab

STEP 9:  Open the Notes Tab to view the Lead Note

 

STEP 10:  Click on the Green + in the Notes Tab to Add a Note to the Lead file

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