Today we are going to go over 3 things:

1) Your Agency Dashboard, which is your hub of your Agency Elephant. This tracks all your inbound and outbound activities, your drips firing off in real time, your inbound messages in real time, and shows where you are at for your goals.

2) Your basic call settings and text settings. There are Basic settings, which we recommend

3) Your advanced call settings which we want to give you some info on, but you will not need to use this out the gates. 

Agency Dashboard: 
-> https://youtu.be/3VTHc4S2J8s

Basic Call Settings: 
-> https://www.youtube.com/watch?v=oLcplSy7jNU

Advanced Call Settings: 
-> https://www.youtube.com/watch?v=qmPUL5Nei0s&t=139s

Now time to download our Agency Elephant soft phone! 

The Agency Elephant soft phone is designed to

receive inbound calls, sms notifications, send sms/ringless voicemails, and make contact changes!.

Take the power of Agency Elephant and use it in an extension. No need to be logged into your account at all times! Receive REAL TIME notifications from your chrome extension! 

● Access to all your contacts in Agency Elephant

● Add contacts into Agency Elephant

● Make/Receive calls from your extension

● Make/Receive SMS from your extension

       ○ Send now

       ○ Schedule to send later

● Send Ringless Voicemails from your extension

        ○ Send now (record within the extension)

        ○ Schedule to send later (record within the extension)

● Listen to Voicemails

● Check missed calls

● Create time stamped notes

● Update lead information

● Make a pipeline change (trigger automations)

● Tag contacts

● Make group changes (trigger automations)

Download this to your Chrome Browser here -> https://chrome.google.com/webstore/detail/agency-elephant-soft-phon/hjiepcbghebaiegopomlcdbofiilmmgn

Now let’s make sure we check our settings. Watch these videos and check your settings in Chrome to make sure it all works seamlessly. Please note each staff member will need their own extension on their own chrome profiles.  -> https://stonly.com/guide/en/agency-elephant-guide-XOKEWnKNYf/Steps/1645979,2250025

- AE Team