Jacob Boyle
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Recent activity by Jacob Boyle-
Integrations: Lead Generation Sources
Lead source integrations connect Bonzo with external lead generation services like Zillow, LendingTree, and others. These services funnel lead details—such as names, email addresses, and specific n...
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Integrations: General Overview
Integrations in Bonzo enhance your efficiency and communication by connecting with various external systems. This article provides an overview of key integrations, including LOS integrations, lead ...
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Company Settings
Team Leads in Bonzo have the ability to access and manage Company Settings, allowing them to set up specific rules and functionalities for their team. These settings include managing roles, team me...
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Webhook Routing
Accessing Webhook Routing To manage Webhook routing: 1. Navigate to Settings: • On the left-hand side of your Bonzo CRM dashboard, click on “Settings.” 2. Open Webhooks Tab: • Scroll down to the...
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Communication Settings: Verification
Verification is the process of registering your Bonzo phone number with your business (Level 1, or “Brand” verification) and your messaging use case (Level 2, or “Campaign” verification) with the c...
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Pipelines: General Overview
Pipelines in Bonzo is a robust feature designed to streamline your sales process, providing a structured way to track and communicate with your contacts. By creating customizable stages, you can se...
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Integrations: LOS
Loan Origination Software (LOS) helps mortgage lenders streamline the loan origination process, automating tasks like application submission, underwriting, credit checks, and loan approval. Whil...
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Integrations: Floify
The Floify integration with Bonzo seamlessly syncs prospect and loan details between both platforms. When prospects register, submit an application, or reach milestones, their information is automa...
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People: Formatting, Custom Fields & Views, Importing
Formatting Organizing and reviewing your data before importing it into Bonzo is a crucial step that can save you time by preventing errors and rework. Below, we'll explore essential spreadsheet org...
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Addons: Local Presence
Local Presence is an add-on feature in Bonzo that helps you establish a local connection with prospects by offering a selection of phone numbers with different area codes. When you make an outbound...