📞 LPS Calling Dashboard — Caller Playbook

1) Getting Set Up

2) Login & Access

• Step 1: Log in here: Affiliate/Caller Login (required).
• Step 2: Then open the dashboard: https://lpslama.com/lps-call-dashboard-3/
• If prompted for a password, ask your manager — we will text you the password.
• If you see “permission denied,” your user may not have the LPS Affiliate role yet. Contact your manager.

3) Get Next Agent & Lock

• Click Get Next Agent → the system locks an unassigned agent to you for ~15 minutes.
• See the agent’s name, phone, email, brokerage, city/state, and a listings toggle with MLS IDs.
• Switch on Auto-open Call Sheet to open the guided script for each new lock (auto-fills the lead name).
• Done early? Click Release Lock to let others take it later.

4) Make Calls (PC or Phone)

A) From your computer (OpenPhone desktop)

• Click the agent’s phone (it’s a tel: link). If OpenPhone is default, it launches there.
• If another app opens, set default handlers (see OpenPhone Guides & Downloads).

B) From your cell

• Open the dashboard on your phone and tap the number (device dialer or OpenPhone opens).
• Or manually dial from OpenPhone mobile.

5) OpenPhone Guides & Downloads

• Download OpenPhone for desktop & mobile
• How to make calls with OpenPhone

6) Email & SMS Composer (with personalization)

Use the built-in composer: it personalizes messages and logs your activity automatically.

Script & FAQ (click to expand in the dashboard)

Email Template (placeholders auto-fill)

Subject: LPSEstimate on your site to convert more visitors

Hi {{first_name}},

Here’s how agents keep buyers & sellers on their site (instead of Zillow): LPSEstimate + School Search.

Live examples & details:
https://lpslama.com/agents_lpsestimate/?aff={{affiliate_id}}

We can also add an AI Agent to request visitor contact info for follow-up.

Best,
{{affiliate_name}}
{{affiliate_phone}}
Luxury Property Solutions, LLC
www.lpslama.com
team@lpslama.com

SMS Template

Hi {{first_name}}, quick link: LPSEstimate + School Search keeps buyers/sellers on your site.
https://lpslama.com/agents_lpsestimate/?aff={{affiliate_id}}
We can add an AI Agent to capture contact info.
— {{affiliate_name}} • {{affiliate_phone}}
Luxury Property Solutions, LLC • www.lpslama.com

Placeholders available: {{first_name}} {{affiliate_name}} {{affiliate_phone}} {{affiliate_id}}. The preview shows the resolved version before sending.

Sending & Logging

• Send Email to This Agent — sends with HTML formatting + auto-logs “Email Sent”.
• Open in SMS App — opens your default SMS app prefilled; add a quick note and set status after sending.
• Compose SMS/Email (Popup) — larger modal with copy/open buttons; optional toggle to auto-set Follow Up.

7) Save Notes & Status (How you get credit)

1. Choose a Status: In Progress, Follow Up, Won/Interested, Not Interested, Do Not Call, Lost.
2. Add a short Note (who you spoke with, interest level, next step/date, objections).
3. Click Save Note / Status.
4. (Optional) Fill the Call Sheet and click Save to Notes to append the summary.

8) My Leads List

• Filter by Status, search by name/phone/email, adjust Rows per page (10–100), sort columns, and page through.
• Click an affiliate’s name to see their contact info + activity totals.
• Toggle Listings to see MLS IDs collected from Bridge.

9) HubSpot Sync (What & When)

When you mark a qualified outcome (Follow Up or Won / Interested) and save:

• We upsert a HubSpot contact for the agent (name, email, phone, brokerage, city/state, MLS Agent ID, active listings).
• We log a Call activity with your note body and timestamp.
• (If enabled) We create a Deal “LPSE — {Agent}”.

10) Payments & Activity Counts

• The dashboard tracks: Notes, Email Sent, SMS Sent, Status Changes, Locks.
• Contacts made = Notes + Email Sent + SMS Sent.
• Your manager sets the pay schedule and whether pay is hourly or per qualified contact.

11) Outlook & Microsoft 365 (QR MFA)

Sign in the first time

1. Go to portal.office.com and sign in with your @lpslama.com email.
2. If prompted, set your password and security info.

Set up Microsoft Authenticator (QR code)

1. Install Microsoft Authenticator on your phone (App Store / Google Play).
2. On your PC screen, choose “Set up Authenticator” → a QR code appears.
3. Open the app → + Add account → Work or school → scan the QR code.
4. Approve the test notification to complete MFA.

Add your mailbox to Outlook

• Outlook desktop: File → Add Account → enter @lpslama.com → sign in with modern auth → approve MFA.
• Outlook mobile: Add Account → Work/School → sign in → approve MFA.

12) Email without Microsoft 365 (WP Mail SMTP)

Yes. Callers do not need individual Microsoft 365 mailboxes to send outreach. The dashboard can send emails using WordPress with WP Mail SMTP connected to a reliable sender (e.g., Amazon SES, SendGrid, Mailgun, Postmark, Brevo).

How it works

• Manager configures WP Mail SMTP site-wide with one sender (e.g., outreach@lpslama.com).
• Bulk/email-from-dashboard uses that sender; callers don’t need Outlook/M365.

Deliverability checklist (manager)

• Create a dedicated subdomain for sending (e.g., mg.lpslama.com).
• Add the provider’s SPF and DKIM DNS records; set DMARC (e.g., p=none/quarantine while testing).
• Use a recognizable From Name (e.g., “Luxury Property Solutions”).
• Set reply-to to a monitored mailbox (e.g., team@lpslama.com).
• Honor unsubscribe: the dashboard injects an Unsubscribe link that flips opt-out flags.
• Warm up slowly; avoid sending large blasts on day one.

13) Compliance: DNC & Unsubscribe

• If asked not to call again, set Status = Do Not Call and save.
• Email footer contains an Unsubscribe link; when clicked, the system marks them as opted out.
• Keep notes factual and respectful. Never promise features or pricing you’re unsure of.