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+ | <html> | ||
+ | <style>p img { box-shadow: 0 0px 20px #888888; }</style> | ||
+ | </html> | ||
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+ | ====== Agentology integration ====== | ||
+ | |||
+ | Real Geeks can send leads to [[https://www.agentology.com/|Agentology]] where a specialized agent will respond within minutes via Phone, SMS, and Email, and log all activity in real time back to Real Geeks. | ||
+ | |||
+ | New leads are sent over to Agentology. Activities are sent from Agentology to Real Geeks as notes with information like SMS transcripts, call logs, etc. | ||
+ | |||
+ | ===== How to connect ===== | ||
+ | |||
+ | First send an email to **success@agentology.com** asking for your **Partner ID for Real Geeks integration** | ||
+ | |||
+ | Once you receive the Partner ID: | ||
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+ | - Visit https://leadrouter.realgeeks.com/ | ||
+ | - Click **Configure Destinations** | ||
+ | - Click in your site | ||
+ | - Click **Connect** on **Agentology** | ||
+ | - Enter the **Partner ID** | ||
+ | - **User** is optional, if selected only leads assigned to that user will be sent to Agentology | ||
+ | - **Assignment** is optional, you can choose to only send leads to Agentology if they are assigned to an agent in Real Geeks, by default leads are sent immediately before the assignment happens. | ||
+ | - Click **Save** and that's it | ||
+ | |||