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: 

  1.  Log into your dashboard using the sign-in button in the top right hand corner of your CINC website.

 

 

2.  Hover over your name in the top right hand corner and select "Profile & Settings" from the dropdown menu.

 

3. Click on the "Advanced" tab.

4. Add your custom U Email to the "Lead Alert CC" and "Listing Alert Lead Alert CC" fields.

5. Click the "Update" button to save.

6. You should see a green confirmation message if the changes are successful, then you are good to go!

7. Ensure that your Notification Settings are set up to receive an Email with New Lead Inquiries.

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 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 support@upcall.com.

Thank you! 

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