Gatekeeper Program General Settings Configuration
Objective
To configure the general settings of the Gatekeeper program effectively.
Key Steps
Accessing Settings:
Go to the menu.
Navigate to Gatekeeper.
Select Settings.
General Settings Tab:
Set Timeout Time (30, 60, 90, or 120 seconds).
Configure Conversion Options based on your preference.
Save changes by clicking the save general settings button.
Customize Rejection Options and set actions accordingly.
Update changes after configuring rejection options.
Cameras Tab:
Add cameras to the system.
Coordinate with the HomeSource team during setup.
Configure camera settings, including push notifications, working hours, and closed days.
Organize cameras by location if applicable.
Lineups Tab:
Add users to the Up system by selecting plus user.
Ensure all users in the Up system are listed and marked as active.
Remove users who are no longer part of the system by selecting delete.
Cautionary Notes
Ensure to save changes in the General Settings tab to apply configurations.
Coordinate with the HomeSource team for camera setup to avoid data connection issues.
Regularly update the user list in the Lineups tab to maintain an accurate system.
Tips for Efficiency
Keep rejection options concise to avoid confusion for the sales team.
Document any changes made in the settings for future reference.
Utilize the Knowledge Base Library for additional information or troubleshooting.
By following these steps, you can effectively configure the general settings of the Gatekeeper program for optimal performance.
Creating Rejection Types for Ups
In this video, we explain the importance of rejection types in Gatekeeper, emphasizing that not every visitor is a potential customer. We discuss creating rejection types, reasons for rejection, and the significance of notes when rejecting leads. We also touch on the drop line up position for salespeople. Watch to learn how to handle rejection effectively and improve sales strategies.