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 Boston Logic dashboard.
2. Click on your photo in the top right corner.
3. Click "Settings."
4. Click on "Lead" in the left-hand column.
5. Add your custom Agentology email address to all fields in the "New Leads CC Emails" section.
6. Check all three boxes below and Save!
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.