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Best Practices
Best Practices
How to use Structurely best, based on your team setup
14 articles in this collection
Written by
Nate Joens
and
Megan Lane
Teams with ISA
Routing for ISA
Best practice for routing rules when a team has an ISA
Written by
Nate Joens
Updated over a week ago
ISA Team Notifications
Best practice for which notifications to turn on if you have an ISA team
Written by
Megan Lane
Updated over a week ago
Agent only Teams
Agent Model
Best practice for utilizing agents in Structurely
Written by
Megan Lane
Updated over a week ago
Routing for Agents
Best practice on routing with teams that have agents
Written by
Megan Lane
Updated over a week ago
Agent Only Team Notifications
Best practice for which notifications to turn on if you have an agent only team (no ISA)
Written by
Megan Lane
Updated over a week ago
General Best Practices
Frequency of Logging In
Best practice for when you should login to Structurely
Written by
Megan Lane
Updated over a week ago
Calling Your Leads
Best practice on calling your leads while also using Structurely
Written by
Megan Lane
Updated over a week ago
Jumping into the Conversations
Best practice for when to jump in to the conversations in Structurely
Written by
Megan Lane
Updated over a week ago
Muting
Best practice for muting the lead in Structurely
Written by
Megan Lane
Updated over a week ago
Connected Email
Best practice for which email to place in the connected email section in Structurely
Written by
Megan Lane
Updated over a week ago
Agency Settings
Best practice for what to put in your agency settings
Written by
Megan Lane
Updated over a week ago
Choosing Structurely AI Assistant's Name
Best practice for choosing Structurely AI Assistant's name in Structurely
Written by
Megan Lane
Updated over a week ago
Lead Delay
Best practice for setting the lead delay in Structurely
Written by
Megan Lane
Updated over a week ago
Hours of Operations
Best practice for using Structurely AI Assistant Schedule
Written by
Megan Lane
Updated over a week ago