From the Lead Setup tab you can set up your lead providers so these leads are automatically pushed into Top Producer 8i. You can also set up lead alerts so you are notified each time a lead is received in 8i.
Once a lead has been received in 8i, your Auto Apply Plan Rules can apply plans to them.
FEATURE |
ROUTE |
Settings |
From the Contacts Settings tab, select the Lead Setup subtab. |
FEATURE |
PROCEDURES |
Settings |
|
FIELDSET |
FIELD |
COMMENTS |
Lead Alert |
Enable Lead Alerts |
Click in the Lead Alert area and set to Yes to display the options listed below. |
Wireless Carrier |
To receive lead alerts via SMS text messages, specify your provider. |
|
Mobile Phone Number |
To receive lead alerts via SMS text messages, specify your area code and mobile phone number (excluding hyphens). |
|
To receive lead alerts via email, enter your email address. |
||
Send Test Message |
Sends a text message and/or email to the number/email address you specified above. |
|
Lead Provider Setup |
|
Click an existing lead provider or the Add Lead Provider action link to display this in-line control. |
Lead Provider Name |
All configured lead providers are available from the drop-down list. If a lead provider is not present, the provider is not available within Top Producer 8i |
|
URL |
The full URL provided by the lead provider, including the URL prefix (http, https, etc.). |
|
Username and Password |
As provided by the lead provider. |
|
Account Created For |
In the case of team or broker accounts, you can specify to whom the leads from this provider should be directed. |
|