Let's get 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: 

Step 1.
Click on the “Contacts” drop down menu and then on the “Leads” tab.

Step 2:
From the Lead Management page, click on the “Add” button under “Rules for Leads".

Step 3:
Once the “Add Rule” window pops-up, select your Lead Source from the drop down menu, and choose the source that your leads are coming from. 

Step 4:
Click on the “Notifications” tab on the “Add Rule” pop-up and enter your custom Upcall email into the second field. Then click on the blue plus sign to the right to verify that this email will be added to your notifications list. Finally, click on the green “save” button on the bottom right corner of the “Add Rule” pop-up. 

Once you have clicked on the save option, you'll see the name of your lead source under the "Rules for Leads" tab. Note: You will need to create a rule for each lead source you have coming into Wise Agent that you wish to push over to Upcall.

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 Upcall 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 support@upcall.com.

Thank you! 

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