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My Business

Manage your company's core identity, location, contact lines, and active working hours.

Brand & Identity

Upload Company Logo
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Physical Address

Lead Router & Assignment

First Come: All users see fresh leads on their dashboard and can claim them instantly.
Manager Assign: New leads are visually hidden from agents until a Manager routes them.

External Lead Ingestion

Connect Facebook Ads, GoHighLevel, Zapier, or external funnels directly into Talk Options.

Email Parsing Address

Forward lead notifications from any provider (Homes.com, Zillow, Angi) to this private email. Our AI will extract the lead and sync it to the Dash.

leads+demo_org_xyz@parse.talkoptions.com

REST Webhook URL

POST raw JSON payloads directly to this endpoint. Excellent for Facebook Lead Ads and native app connections.

https://api.talkoptions.com/v1/webhooks/leads/demo_org_xyz

Zapier & Make

Standard Setup

Use our official Zapier App (Private Beta) to connect to over 5,000 external systems. Requires your System API Key.

sk_live_demo_org_xyz...

Standard Business Hours

Define exactly when your business is considered "Open" globally.

Schedule
Opens
Closes
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Social Media Footprint

Social Posting Authority

Dictates whether representatives are authorized to syndicate campaigns out to the corporate agency profile, strictly their own personal channels, or both globally.

Organization Dashboard Layout

Customize the critical performance metrics uniformly displayed across your entire team's dashboard. Simply drag the colorful metric boxes below into any of the available slots.

TOP

Primary Hero Metrics (6 Slots)

Slot 1
Total Calls
Slot 2
Calls > 1 Min
Slot 3
Tasks Completed
Slot 4
Webinars Sched
Slot 5
Total Sales
Slot 6
App Pushes
BTM

Secondary Data Badges (7 Slots)

S 1
Inbound Calls
S 2
Outbound Calls
S 3
Avg Call Duration
S 4
Emails Sent
S 5
SMS Sent
S 6
Webinars Hosted
S 7
Appointments Booked

Unassigned Metric Vault

Available: 6
Live Chats
System Revenue
New Leads
Clients Entered
Videos Sent
Social Posts Sent

Global Salesperson Goals Blueprint

Activate the specific metrics you want your salespeople to track securely as daily targets. If you enter a numeric value below, it locks in as a mandatory quota. If left completely blank, the salesperson enters their own goal locally.

Total Calls
Calls > 1 Min
Inbound Calls
Outbound Calls
Avg Call Duration
SMS Sent
Live Chats
Emails Sent
Webinars Sched
Webinars Hosted
Appointments Booked
Tasks Completed
Total Sales
System Revenue
New Leads
Clients Entered
Videos Sent
Social Posts Sent
App Pushes
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