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:
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.