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:
2. Select "Profile" in the top left hand corner.
3. Input your Custom Upcall Email into "Alternative Email" field.
4. Select the "Send Leads To" box to the right of the "Alternative Email" field.
5. Please make sure to "Update & Save" the changes!
Once you have complete 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 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.