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105 views 26 September 2019 1
Skyler360 assigns Color Codes to Leads based on the number of days since the Lead's last response to the Agent or Skyler360, including texts, emails, and website events. Green - Lead is engaged and responded to Agent/Skyler360 in the last 3 days Yellow - Lead responded to Agent/Skyler360 and no follow-up action by Agent in last 4-6 days Red - Lead responded to Agent/Skyler360 and no follow-up action by Agent in last 7-9 days Blue - Agent took action in Skyler360 to engage and
69 views 16 August 2019 0
Skyler360 can natively communicate with your Facebook Leads using the Facebook Bot on your Facebook Real Estate Business Page(s). To set up your Skyler360 with your Facebook Bot, follow the following steps: STEP 1: Click Settings :: General :: FB Bot Configure   STEP 2: Click Login With Facebook   STEP 3: Click Continue   STEP 4: Select one or more of your Facebook Real Estate Business Pages you want to link to Skyler360   STEP 5: Turn on Manage
71 views 27 May 2019 0
Skyler360 provides the ability to add a Note to the Lead View of a Lead in the Notes tab When viewing the Lead List in Skyler360, click on the Lead ID to Open a Lead STEP 1: Click on the Notes tab STEP 2: Click on the Green + Icon to open the Add Notes screen STEP 3: You can assign a Label to the Note.  Slowly type the Label Name and click on the Label Name to select the Label.  If you need to create a new Label, please review Creating a Tag STEP 4: Enter your Notes in the
77 views 27 May 2019 0
Skyler360 provides the ability to add a Quick Note to the Lead View of a Lead STEP 1: When viewing the Lead List, click on the Lead ID to Open a Lead STEP 2: Click on the Green + Icon to open the Quick Notes Window    STEP 3: Enter your Notes regarding the Lead in the Quick Notes Window STEP 4: Click the Blue Checkmark to Save your Quick Note Step 5: Skyler360 also provides a Notes Tab for more extensive Notes for a Lead that can be shared - See How to Add Notes to a Skyler360
169 views 10 May 2019 0
Skyler360 provides for Personalization of your AI conversations.  To set up your Personalizations, follow the STEPS outlined below: STEP 1:  Click Settings STEP 2: Click Personalizations & the screen for entering your Personalizations will display. STEP 3:  Click on the words Click Here and Replace Text STEP 4:  Enter the Agent First Name - STEP 5:  Click the Blue Checkmark to Save your entry   STEP 6:  This screen shows the result of your Enter Agent First
212 views 18 April 2019 4
We recommend you call your Skyler360 number to see how Skyler360 will engage and screen your Leads. To demonstrate the robust power of Skyler360, we suggest you pretend to be a Buyer, not currently working with an Agent and needing financing. You will notice there is a delay (not immediate as a Bot would be) between the Lead sending a response text to Skyler360 and the next text from Skyler360. This is by design and is done to simulate to the Lead that you are keying the Skyler360
69 views 18 April 2019 0
First, view the manage lead page: 2. Now, look at the bottom left of the page, and where it says `'Network Share" click on empty to add a network share. 3. Check the box and now your conversation with be shared with the Skyler 360 Support team for further
90 views 17 March 2019 0
STEP 1:  Roll your mouse over Settings :: General :: Tags.  Click Tags and this screen will display with existing Tags of Groups and Labels Step 2:  Click the Actions Dropdown   STEP 3:  Click Edit Tag from the Dropdown Menu for the Tag you will to modify STEP 4:  You can change the following Cells Name of Tag Click the Color Icon and the Color Pallet will dropdown with the current color of the Tag.  You can change the color of the Tag by clicking the
94 views 16 March 2019 0
When another Skyler360 User sends a Network Share to another Skyler360 User, it must be Accepted before it is active and can be used STEP 1:  Click on Contact :: Network Share STEP 2:  Look for a Network Share that does not show Approved in the Status Column STEP 3:  Click the Actions Menu STEP 4:  Click View Request STEP 5:  Enter "Accepted" in the Response Comments STEP 6:  Check the Agent Permission for one or more Agents or Check All Agents Step 7:  Click the
107 views 16 March 2019 0
A Skyer360 Network Share can be used for many actions - Share a Referral & Automatically Transfer a Lead Needing Financing to your Preferred Loan Officer STEP 1:  Click Contact :: Network Share STEP 2:  Enter the Client Code of the Skyler360 User to Receive the Network Share STEP 3:  Click the Add Button STEP 4:  Check the Information you want to share:  Conversation History and/or Recordings and/or Notes STEP 5:  Select the Agents who can access and use the Network
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