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 the Dashboard through Agents website.
- Access the "APPS" tab.
4.Click the Edit tab to add an email notification.
6.Choose "Email Parser Export" from the dropdown.
7. Add U Alias email
8. Repeat this process for each type of notification we want to receive.
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.