The full question: Will having a login prompt the system to funnel any leads to us, create any tasks, etc. that will therefore be left unattended since we do not work the CRM? Short answer: Yes, you can!* Important answer with explanation: If you are not in the club full time, or you have other [...]
There is no limit to the number of logins you may have. We understand the fluidity of staffing in the industry, we want to make this as easy on you as possible!
For optimal speed/performance and features, VFP very strongly recommends: newer model iPads with Safari for the DGR/Tour/DE and Chrome browser on laptops/desktop computers. (while the VFPnext system may open/run on other devices/browsers, the results will be less than ideal speed/performance/features)
Yes! You can send custom texts as well as follow along with what text have already been sent to the customer!
From your VFP Data Box dashboard, click the Tracks icon: Click the "Create New Track" button: Fill out the highly customizable form to create your new track, including action items and scripting! *Tracks permissions must be enabled after a Tracks Training session.
Not at this time.
Not at this time.
No, if there are automatic tracks set up, whoever is adding a lead does not have to manually select a track. Find out more about automatic tracks.
In your browser, navigate to https://vfpnext.com/login, enter the username and password provided to you by VFP.
No, you can attach referrals to a lead without being the lead's owner.
