In this tutorial, We'll be showing you how to properly on-board your Sierra Interactive.
Let's get you set up!
All you you need to do, is get your unique Upcall email from your Client Success Advisor and add that email address into the notification setting’s within the lead source you are wanting to connect with Upcall.
- Access your Sierra Interactive account through your personal website.
- Click the settings icon at the top right hand corner and select "Global Site Settings".
3. Scroll to the bottom of the page and add your Upcall email to the "BCC the Following Address on Registration, Additional Info, Schedule Showing, and Contact Request Emails?" field. Please make sure the box for this field is checked.
4. Select "Submit" and you are ready to test!
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 more than happy to help! Let us know by click on the live chat icon at the bottom right of your screen or email us directly at firstname.lastname@example.org.
Thank you !