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:
- Sign in to your IDXBroker account.
- Click on "Preferences."
3. Click on "Global Preferences."
4. Click on "Email Settings."
4. Scroll down to the "Recipient" section and add your custom Agentology email into the "Contact CC/BCC Address" field, and click "Save Changes" at the bottom of the page.
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!