All you need to do is get your unique Agentology email from your Client Success Advisor and add that email address into the notification setting’s within the lead source you are wanting to connect with Agentology.
- Access your Sierra Interactive account through your personal website.
- Click the settings icon in the top right-hand corner and select "Global Site Settings."
3. Scroll to the bottom of the page and add your Agentology email to the "BCC the Following Address on Registration, Additional Info, Schedule Showing, and Contact Request Emails?" field. Please make sure the box for this field is checked.
4. Select "Submit" and you are ready to test!
Once you have completed these steps, you're good to go.
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.