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:
- Login into your MarketLeader account
2. Click on your name at the top right hand corner to access the dropdown menu.
3. Select My Account
4. Click on "Activity Alerts" in the left hand column.
5. Click "Edit" and add your Custom U Email to the Email field (you'll have the option to add a total of 3 email addresses).
6. Save and test!
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.
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 firstname.lastname@example.org.