Let's get you set up!
All you'll need to do is retrieve your custom Upcall email address from your Client Success Advisor, and add that email into the notification settings of your lead source.
Please follow the detailed instructions:
- Log into your Agent Jet dashboard.
2. Click "Edit Profile" on the left hand column.
3. Under "Edit Profile", click "Lead Sharing".
4. Add your custom U email.
5. Don't forget to Save!
EXCLUDING MANUAL ENTRIES: If the agent wishes to have manual leads not trigger a notification to Upcall, they will be entering the leads into the "Sphere" section above.
This won't trigger a new lead email.
Let’s test it out!
Once you have added the Upcall email to your source, feel free to test it out by submitting a lead through your website/landing page.
If you see your test lead appear in your Upcall dashboard, that would indicate that the lead has entered our system successfully!
We are here for you!
If at any point you need assistance, our Client Success Team is happy to help! You can reach us easily by clicking on the live chat icon at the bottom right of your screen, or email us directly at firstname.lastname@example.org.