fbpx

Legacy Financial - Lead Vendor Set Up

Before performing the following instructions make sure you have synced with bengarrigan.ffl@gmail.com in your Ringy.

  • Go to the sidebar menu and click lead vendors and then click the pencil button outlined in the green box for the Lead Vendor named Legacy Financial.
  • Now you will be on the Edit Lead Vendor page. Scroll down to the Contact settings section and click the dropdown. Select the action titled Legacy Financial – Initial Text. Second under the Contact settings section uncheck the checkbox next to the text ‘Text lead one of my ‘Initial Preset Texts’ if it is checked.Then scroll to the bottom of the page and click the purple Update Lead Vendor button to save your changes.