In this tutorial, We'll be showing you how to properly on-board your EzLeadPages/Agent Zip CRM
Let's get set up!
All you'll need to do is retrieve your custom U 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 in to your account.
- Under "Name", click on "Edit Profile".
3. Add your custom Upcall email to the "Email Notification Email" field (Note: You can add a new field by clicking the "+" on the right hand side).
4. Click "Save Changes" at the bottom.
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.