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 the Dashboard through Agents website.
- Access the "APPS" tab.
3. Access "Paths."
4. Click the "Edit" tab to add an email notification.
6. Choose "Email Parser Export" from the drop-down.
7. Add custom Agentology email.
8. Repeat this process for each type of notification we want to receive.
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!