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:
- Click on your name in the top right hand corner and select "Settings" from the dropdown menu.
4. Select "Add Email" under the "Additional Notification Emails" section.
5. Input your custom U email, provided by Client Success Advisor.
6. Make sure to click "Save Changes".
Once you have complete these steps, you're good to go.
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. Please use your first and last name, so that we can know that it's a test lead.
If you see your test lead appear in your U 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 email@example.com.