All you'll need to do is retrieve your custom Agentology email address from your Client Success Advisor, and add that email to the notification settings of your lead source.
Please follow the detailed instructions:
- Click on your name in the top right-hand corner and select "Settings" from the drop-down menu.
4. Select "Add Email" under the "Additional Notification Emails" section.
5. Input your custom Agentology email, provided by Client Success Advisor.
6. Make sure to click "Save Changes".
Once you have completed these steps, you're good to go.
Let’s test it out!
Once you have added the Agentology email to your source, feel free to test it out by submitting a lead through your website/landing page. Please use your first and last name, so that we can know that it's a test lead.
If you see your test lead appear in your Agentology dashboard, that would indicate that the lead has entered our system successfully!