The dotloop and Real Geeks integration will allow users to configure their Lead Manager to send leads directly to dotloop. This will allow you to quickly create a loop from one of your leads in just a few clicks!
You can set up the integration from the third party setting page of your Real Geeks account. Each agent in your Lead Manager must set this up themselves in order to send leads to their dotloop account.
Once dotloop is set up as destination for your leads you will see a new button at the top of the leads list called Send to.... This functions like any other bulk action on the list.
After selecting one or more leads you'll be presented with some options. Select Dotloop and fill in additional fields to be sent with that lead.
When you click Export Leads each lead you selected will be created as a loop in dotloop.
Since dotloop is a manual destination from Real Geeks, this means that leads are not sent to dotloop automatically as they are saved in the Lead Manager, and agents will manually pick which leads they want to send.
Lead Manager does not send lead updates to dotloop and dotloop does not send updates to the Lead Manager.
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