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Getting Started
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Features
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- Articles coming soon
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FAQs
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- How do I follow up with my leads?
- Can I segment my leads by location?
- How can I add other users to my Account?
- Can I access and use my Inbox on my phone?
- What is A2P 10DLC?
- How do I edit the instant quote message information that is being sent out?
- How to use Conversation Filters & Bulk Actions Overview
- How to use the CC and BCC feature?
- Can I access and use my Inbox on my phone?
- How do I see my leads?
- I use Repair Desk, can I import my leads there?
- Can I export my leads to use them in email campaigns?
- How do I add a repair I don’t see available?
- Can I change the image shown for a repair type?
- Can I talk with other widget users about how to best utilize it?
- I might have found a bug, how do I report it?
- How can I add other users/employees to the dashboard?
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I use Repair Desk, can I import my leads there?
Yes you can! To do so you just need to log into Repair Desk and go into each of your store’s settings and grab the API key – it’s at the very bottom of your store’s settings.
Then, go into your quote tool’s Location settings, select the proper location, and scroll down to the “Repair Desk API Key” field and paste the code there.
You can do this for all of your locations, and once a customer submits a quote form it will populate in your Leads dashboard, Inbox, and Repair Desk all at once.
Something to note: The lead in Repair Desk will have the customer’s name, email, and phone number in the proper fields but the specific details of their quote request will be in the notes section of the lead.
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