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 to the notification settings of your lead source.
Please follow the steps below:
- Login to your Witly dashboard. Usually, the URL for logging in is: www.firstlastname.witly.net
2. Select your name in the top right corner.
3. Add your custom Agentology email into the "Additional Notifications" field.
4. Click "Update".
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.
Note: You can find your landing page by clicking the "Marketing" tab, and selecting the funnel that has the highest lead count.
Please use your first and last name when testing, so that we can know it's a test lead.
If you see your test appear in your Agentology dashboard, that would indicate the lead has entered our system successfully!