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:
- Log into your Agent Jet dashboard.
2. Click "Edit Profile" in the left-hand column.
3. Under "Edit Profile", click "Lead Sharing".
4. Add your custom Agentology email.
5. Don't forget to Save!
EXCLUDING MANUAL ENTRIES: If the agent wishes to have manual leads not trigger a notification to Agentology, they will be entering the leads into the "Sphere" section above.
This won't trigger a new lead email.
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!
The new lead notifications will be sent from a new 'From' address per agent. This means, Agentology needs to update the parsers through our Engineering Dept in order to process these leads. If you are connecting to this source without your CSA present, please inform them of this connection so they can reach out to engineering.