Dan Lawrence
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Recent activity by Dan Lawrence-
SU Chapter 2: Setting Up a Team
This chapter will guide you through the process of establishing teams, setting up permissions and roles, and structuring your organization into regions, ensuring that all team members have the app...
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Addons: Interactive Voice Response (IVR)
Interactive Voice Response (IVR) is an add-on feature that allows your team to set up an automated system that interacts with callers through pre-recorded voice messages, enabling them to navigate ...
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SMS Message Segments Explained
How does Bonzo know how many segments my message is?Please note, the segment count and their respective character lengths are determined by the carriers and are not generated by Bonzo. We just wan...
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SuperUser: Company Settings
SuperUsers can access and manage Company Settings in Bonzo, setting rules and establishing functionality for the organization. These settings include Enterprise SSO Login, roles, billing, add-ons, ...
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SU Chapter 3: Billing
In this chapter, you will learn how to manage billing, ensuring the smooth operation of various teams within your organization. This involves handling add-ons, managing user seats and teams, and ov...
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Landing Pages
Bonzo's Landing Page feature allows you to collect valuable information about your People and automatically add them to a Campaign or Pipeline stage. While they’re perfect for capturing contact det...
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SU Chapter 4: Managing Content
In this chapter you will learn essential SuperUser functionalities that focus on managing pipelines, utilizing the Content Library, and overseeing tasks and reports. You will understand how to cre...
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SuperUser: Integrations Settings
For the SuperUser, the Integrations Settings section is crucial for establishing seamless connectivity and data flow between Bonzo and external systems for your entire organization. With Action But...
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MMI: Refinder
MMI's new Refinder tool serves as your virtual assistant, ensuring you don't overlook any past borrowers. It searches through MMI's extensive database to identify borrowers whose most recent mortga...
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LendingPad: Default Pipeline Stages
LendingPad Loan Status Bonzo Pipeline Stage N/A Credit Repair N/A Nurture (Purchase) N/A Nurture (Refi) Lead New Lead Prospect Prospect Pre Qualify Pre Qu...