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:
- Login to your MarketLeader account.
2. Click on your name at the top right-hand corner to access the drop-down menu.
3. Select My Account.
4. Click on "Activity Alerts" in the left-hand column.
5. Click "Edit" and add your Custom Agentology Email to the Email field (you'll have the option to add a total of 3 email addresses).
6. Save and test!
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.