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Portal User Guide

Live Connection vs Fast Call

Both Live Connection and Fast Call help you connect with potential investors quickly—but in different ways. Use both to maximize your chances of reaching leads in real time.

Live Connection – Concierge Introduction

Section titled “Live Connection – Concierge Introduction”
  • A SmartAsset concierge calls an investor.
  • If they want to speak with an advisor, the concierge transfers them to you immediately.
  • These leads get the Live connected tag in OAT.
  • No campaign starts, and OAT doesn’t Fast Call you, so you control the follow-up.

Fast Call – Instant Lead Alerts

Section titled “Fast Call – Instant Lead Alerts”
  • When a new lead arrives from a source with Fast Call turned on, OAT calls you right away.
  • You hear the lead’s name and lead type. Press 1 to connect, or 9 to hear the message again.
  • The lead also gets the campaign set for its lead source, which stops when the lead replies, calls, or books a meeting.
  • A Fast Call doesn’t stop the campaign. If you want it stopped after you talk, stop it on the lead.

To turn on Fast Call for a lead source, set its Fast Call column to Enabled on the Lead Sources page. To choose when OAT can call you, go to Settings > Phone.

Why Use Both?

Section titled “Why Use Both?”

Using both features ensures you never miss an opportunity:

  • Live Connection gives you warm, concierge-assisted introductions.
  • Fast Call lets you quickly reach new leads the moment they come in.

With both, you maximize your chances of converting leads into clients.

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