Integration Setup - Top Producer

Step 1:

Once logged in, you select the user’s name from the top right (there will be a cog icon next to it) and click Settings from the drop-down menu.

Step 2:

On this screen, you’ll click on Contacts from the settings bar, then Lead Alerts within the contacts menu.

Step 3:

Next, you’ll click Edit Lead Settings at the bottom and add your tag email above.

PRO TIP: If there is already an email address there, you will need to create a forward email - click here to see how.