Team Settings
  • 22 Jul 2022
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Team Settings

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The Team Settings is where you can find the settings for Messaging, Transactions and Webhooks.  Some of these areas will be view-only as they are administered by the Integrations Team at InvestorFuse during setup. 

Messaging Settings

  1. Select the Team you'd like to edit
  2. Click ⚙️ the Gear icon
  3. Select Team Settings
  4. Click Messaging


The Messaging screen will appear which includes Twilio and Postmark settings. Twilio and Postmark settings can be edited but it's not recommended, please contact us if you need to change any settings for either of these. 

Twilio Settings

5.  The Twilio number for your account

6. Account SID 

7. Auth Token

8. The phone number used to send a test message

Editing Twilio Information
In order to ensure no interruptions to your lead inputs we recommend you contact InvestorFuse Support to make any changes to your Twilio settings. 

You can read more about the texting functionality here

Postmark Settings

This is the email information for your account and is used to send messages from InvestorFuse for your entire Team. This is set up for you by our Support Team and will either be an email you supplied to us with a domain name that you own or we can supply you an email address with the @homebuyer.club domain name free of charge for the life of your subscription.  The @homebuyer.club email will be set up to forward to any email you choose. 

1. Postmark email address

2. Postmark reply-to address - this is unique for your team and is generated by Postmark

3. Postmark sender name

4. API Token for Postmark Server 

Changes to your Postmark information

In order to ensure continuity in your email communication it's best if you contact our Support Team to remove or edit any email information.

Using our free @homebuyer.com email domain 

If you choose to take advantage of our free email account with the @homebuyer.club domain name please be aware that if you cancel your subscription we will also turn off this email forwarding so you will not have access to any further replies sent to the free email account. We highly recommend that you use your own email address using your own domain name which will give you permanent access to your email replies. 

Transactions Settings

After you have made an offer to a seller and they have accepted it there's a lot of steps to take to seal the deal and deposit your check. Much of the time your team will complete the same tasks for each sale and we've made it easy for you to set those up to automatically populate in each Opportunity and assign to the person responsible for each task within a certain timeframe. 

These tasks will populate after the following steps in an Opportunity Action Pipeline have been taken: 

  • Create Offer has been populated with (at minimum) the Offer Amount, Expected Sales Price (what you think they'll accept), Expected Profit
  • Offer Status is set to Seller agreed to offer
  • Set the next action to Accept Offer and fill in the details. Once you click Complete Action you'll see the tasks you set up here auto-populate. 

Setting up your Transaction Task Checklist

  1. Select the Team you'd like to edit
  2. Click ⚙️ the Gear icon
  3. Select Team Settings. This will take you to the Settings tab of the Team Dashboard.
  4. Click Transactions
  5. Type in the name of the task under the Add a new task heading
  6. Select a person to assign this task to 
  7. Add a number here (of days, weeks, months)
  8. Enter the Unit (day, week or month)
  9. Click Save Task. Once you save your task it will appear above the Add a new task section and either start or add to your checklist.
  10. To delete a task click on the Garbage Can icon to the left of the task, then click again when the red circle appears to confirm.  

Editing and Deleting a Task
You cannot edit a task once it's created here so make sure you set these up exactly as you want them, make them super clear and concise and without typo's! If you do find that you need to edit a task you can delete it without any consequence to the existing checklist tasks in your Opportunities and the next time your list is generated the new set will have your new/updated task instead of the one you deleted.

If you created a task in the checklist that you later find to be incorrect you can go to each individual task in each Opportunity and fix it there.

Webhooks Settings

Webhooks are available for you to add into your IF3 account from other accounts and applications and your outgoing webhook is stored here as well. 

  1. Select the Team you'd like to edit
  2. Click ⚙️ the Gear icon
  3. Select Team Settings. This will take you to the Settings tab of the Team Dashboard.
  4. Click Webhooks

Inbound Webhooks / Callrail Webhooks

5. Inbound webhooks enable us to import your contacts and leads/opportunities and are configured by our Integrations Team at time of setup. This is information you can copy if you need it but it is read-only. 

Outbound Webhooks

6. This is webhook information you can add to post to other applications about your Opportunities inside of IF3.

Completed Action Outbound Webhook

  • This triggers every time an Action has been completed, regardless of where inside of IF3. It instantly sends information to the webhook URL that you placed.
  • This will also trigger the Opportunity Status Change Webhook.
  • Blank fields from the opportunity will not be posted.

Opportunity Status Change Outbound Webhook

  • This triggers when you update the status of an opportunity, regardless of where in Investorfuse. It instantly sends information to the webhook URL that you placed.
  • This is triggered alongside Completed Actions.
  • Blank fields from the opportunity will not be posted.

Opportunity Created Outbound Webhook

  • This is triggered when an opportunity is created manually, or thru an integration, regardless of the source. It instantly sends information to the webhook URL that you placed.
  • Minimal fields are posted to the webhook URL, only the ones that are available upon manual, or automatic creation of the opportunity.


Appointments

When scheduling an appointment, you can enable or disable the ICS calendar invites for both the seller and/or the assignee of the appointment.

  1. Select a team on the left menu
  2. Click ⚙️  the gear icon
  3. Select Team Settings
  4. Click Appointments
  5. Click the slider to turn on or off

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