In this tutorial, We'll be showing you how to properly on-board your

Let's get set up!

All you'll need to do is retrieve your custom Agentology email address from your Client Success Advisor, and add that email into the notification settings of your lead source. 

Please follow the detailed instructions: 

  1. Log into your account here!

   2. Click on your Name and select "Account Settings" from the dropdown menu in             the top right hand corner.

    3. Scroll down to the Advanced Section and select "Connectors"

    4. Once in the "Connectors" section, click "Connect" for the Agentology                          Connector. 

   5. Enter your Custom Agentology email address into the field. 

4. Don't forget to Save!

Once you have complete these steps, you're good to go. 

Let’s test it out!

Once you have added your Agentology email to your source, please test it out by going to where your leads are being captured and submit an inquiry. Please use your name as the leads name, and that way we will know that it is a test lead. 

You will know that everything is working properly once you see that test lead within your dashboard.

We are here for you! 

If at any point you need assistance, our Client Success Team is happy to help! You can reach us easily by clicking on the live chat icon at the bottom right of your screen, or email us directly at

Thank you! 

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