SMS Buyers - Ready to Start Inspection Card
Notify buyers when you are ready to start their Inspection Card
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Accessing Live Inspection Management
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Go to the bottom menu and select "Sales."
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Choose the specific sale you are working on.
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Select "Live Inspection Management."
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Adding a New Card
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Click on "Add Card" at the top.
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Enter the viewer's name.
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Enter the viewer's mobile number or add it later from the "Ready" column.
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Managing Mobile Numbers
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In the "Ready" column, view all cards ready to go.
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Identify viewers without mobile numbers (grey mobile icon).
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Add mobile numbers by selecting the icon.
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Import from contacts or manually enter the number and select the country.
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Customizing and Sending Messages
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After saving the mobile number, choose a message to send.
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Edit the message if needed.
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Send the message, which will be saved as a template for future use.
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The message will be sent to the viewer via iMessage.
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Sending Messages from Existing Cards
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From a card already in a workspace, select the mobile phone icon below the viewer's name.
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This will send the message to the viewer listed above the icon.
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On iPhone -
Select sales from the bottom menu.
- Select a Sale (select the catalog cover image).
- Select live inspection management at the bottom of the screen.
- To send a notification to your buyers when you're ready to start their inspection card select the phone icon on a specific card.
- If the buyer has submitted their inspection card with their mobile number then the icon will appear blue and if not it will appear grey.
- To add the buyers number select the phone icon and either import from your contacts or enter manually.
- Click ok and the sms message box will appear.
- The message body text is pre populated but you can also change this.
- Once you are happy with the message select send and your devices sms service will appear.
- Your message will then be sent from your number.