In this tutorial, we'll be showing you how to properly on-board your Agent Locator.
Let's get you set up!
All you you need to do, is get your unique Upcall email from your dashboard and add that email address into the notification setting’s within the lead source you are wanting to connect with U.
Please follow the following instructions:
- Login to Dashboard
- Hover over "settings"
- Select "User Accounts"
4. Input custom U email into "CC Email for New Lead alerts"
Once you have complete these steps, you're good to go.
Let’s test it out!
Once you have added your Upcall 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.
We are here for you!
If at any point you need assistance, our Client Success Team is more than happy to help! Let us know by click on the live chat icon at the bottom right of your screen or email us directly at firstname.lastname@example.org.
Thank you :) !