Let's get you set up!
All you need to do, is get your unique Upcall email from your dashboard and add that email address into the notification settings within the lead source you are wanting to connect with Upcall.
Please follow the following instructions: Note: this tutorial can only be used if you have not synced their email with Google Apps. If you have already synced your gmail, then you need to sync that gmail account with Upcall OR use the Kunversion Gmail filters. (That tutorial can be found here)
1. Login into your Kunversion account
2. Hover over the Agents tab on the navigation bar
3. Hover over agent's image and click Edit
4. Under Forward To section, add in your AgentAssist Alias e-mail address
5. At the bottom of the page, click Submit and you are done!
Once you have completed 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 clicking on the live chat icon at the bottom right of your screen or email us directly at firstname.lastname@example.org.
Thank you !