New Portal Feature: Multiple Users
As you know, the Client Portal is a great tool make your lead follow-up more efficient and seamless. After considering the great client feedback we have received, with our most recent update, you now have the ability to have multiple users on the same eGenerationMarketing Portal account. One admin can create multiple users and assign different levels of permission to the staff members at your firm who will be using the Portal.
To create multiple users, log into your Portal, click on "Settings" and then "Users And Permissions". After creating a new user, assign a role and select the different permissions that you wish that role to have.
If you have a question about this or any of the portal features, you can contact us
here.
Never Miss a Lead: Receive Text Messages
If you have not already had your account set up to receive text message leads on your mobile device, you are missing out. Since first introducing the delivery of leads via text message not long ago, many of our clients have already experienced the great benefits of this wonderful feature of our service. In addition to having leads sent to you via email, as well as being posted to your Portal account, you can now have leads sent via text message
at no charge.* Whether in the office or on the road, having leads sent via text message will ensure that no one slips through the proverbial cracks.
To set up this feature on your account, simply submit an online ticket within your Portal account or click
here.
August Portal Tip: Custom Documents
The Document Generator is a very powerful tool that can greatly streamline your intake process by quickly auto-filling many important standardized forms. Although your Portal comes preloaded with a set of standard SSA forms, we can also upload documents unique to your firm such as a custom Cover Letter, Medical Authorization, Retainer Form, etc., to be used with the Document Generator. Click here to find out how your custom forms can be uploaded into your Portal.
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