Your Manage Defaults settings section allow you to streaming line repetitive tasks that can save you time. For example, you can write your own email and text message templates to use when composing a response to a lead, or set up drip email campaigns that help convert potential clients.


To access your Manage Defaults settings, log into your iHOUSEweb admin menu, click TurboLeads, then click Settings, finally scroll down to the Manage Defaults section.


Follow up intervals

After making a call with a lead, the Follow Up page will display, along with a suggested Follow up task that you can schedule. This setting controls what default time interval that is shown on that form.


Campaigns

Automated drip email campaigns that help convert prospects to clients.


Email Templates

Email templates save you time by providing optional canned messages to use when composing emails. After selecting a template for a new email composition, you are free to edit the message before sending. We’ve written some default templates that you may find useful. Feel free to edit them, delete them, or create your own. Create a new template with the "plus" icon, delete a template with the "X" icon, or edit an existing template by clicking on it, changing the content, and saving.


Text Message Templates

Text message templates work just like email templates. You are free to use and edit our existing templates, or create your own from scratch.


Disqualified reasons

When you set the status of one of your leads to Disqualified, you are asked for a reason. You can customize the list of available reasons here. The reasons show up on the Win/Loss chart on your Reports page, and can be useful for determining which of your inactive leads are still viable.


Tags

Manage tags that are available to classify your leads. You can create new tags and customize your list here.

  • -OFFICE ONLY- Allow agents to create new tags: Any new tags created will be available to every other agent in the account. If turned off, then agents can only choose from existing tag options and only the account Admin can create new ones.