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