lead_manger_top_producer_beta
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lead_manger_top_producer_beta [2015/01/19 19:36] chris |
lead_manger_top_producer_beta [2020/05/28 21:02] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043720333 | ||
| ====== Lead Manager: Top Producer Integration ====== | ====== Lead Manager: Top Producer Integration ====== | ||
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| 4. Scroll down to "Top Producer Lead Export" | 4. Scroll down to "Top Producer Lead Export" | ||
| - | 5. Click the "Generate Them Now" button to create credentials for linking Top Producer {{:lead_manager:generate_top_producer_credentials.png?200|}} | + | 5. Click the "Generate Them Now" button to create credentials for linking Top Producer {{:lead_manager:generate_top_producer_credentials.png?500|}} |
| - | 6. Complete the [[lead_manger_top_producer_beta#to_producer_steps|Top Producer Steps]] below and then finally "Enable" your Top Producer by adding your Top Producer Username and clicking Save. (**Note:** If the username does not match the one you use to sign in to the Top Producer website, leads will not be sent over) | + | 6. Complete the Top Producer Steps below and then finally "Enable" your Top Producer by adding your Top Producer Username and clicking Save. (**Note:** If the username does not match the one you use to sign in to the Top Producer website, leads will not be sent over) |
| ==== Top Producer Steps: ==== | ==== Top Producer Steps: ==== | ||
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| - [[http://topproduceronline.com|Sign in]] to Top Producer. | - [[http://topproduceronline.com|Sign in]] to Top Producer. | ||
| - | - Click on //**Settings**// in the menu at the top-right by your name. {{:select_settings.png?direct&200|}} | + | - Click on //**Settings**// in the menu at the top-right by your name. |
| - | - Navigate to the //**Contacts**// Tab in the settings. {{:select_contacts.png?direct&200|}} | + | {{:select_settings.png?direct&500|}} |
| - | - Click //**Add lead provider**// on the bottom left. {{:click_add_lead_provider.png?direct&200|}} | + | - Navigate to the //**Contacts**// Tab in the settings. |
| + | {{:select_contacts.png?direct&500|}} | ||
| + | - Click //**Add lead provider**// on the bottom left. | ||
| + | {{:click_add_lead_provider.png?direct&500|}} | ||
| - Fill in the info for Real Geeks: | - Fill in the info for Real Geeks: | ||
| - Select "**Other**" for //**Lead Provider Name**// | - Select "**Other**" for //**Lead Provider Name**// | ||
| - Enter https://leads.realgeeks.com/api/top-producer.xml for **//URL//** | - Enter https://leads.realgeeks.com/api/top-producer.xml for **//URL//** | ||
| - | - Fill in //**Username**//, //**Password**// and //**Confirm Password**//" with the credentials you generated in the Lead Manager. {{:lead_manager:temporary_top_producer_credentials.png?200|}} | + | - Fill in //**Username**//, //**Password**// and //**Confirm Password**// with the credentials you generated in the Lead Manager. |
| - | - Once all the appropriate information has been filled in, click the **//Add Lead Provider//** button. {{ :fill_out_form.png?nolink |}} | + | - //**Please note that these credentials are unique credentials that differ from your user information used to access Real Geeks.**// |
| + | |||
| + | {{:lead_manager:temporary_top_producer_credentials.png?600|}} | ||
| + | |||
| + | - Once all the appropriate information has been filled in, click the **//Add Lead Provider//** button. {{:fill_out_form.png?nolink|}} | ||
| + | - Once Top Producer is set up, make sure to add your Top Producer username into Lead Manager's integration settings. Doing so will finalize the integration. | ||
| Now the new lead provider should show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message. {{ :lead_provider_table.png?nolink |}} | Now the new lead provider should show up in the list above. If your email or password for the Lead Manager is entered incorrectly it should display a relevant error message. {{ :lead_provider_table.png?nolink |}} | ||
| + | |||
| + | ==== Notes: ==== | ||
| Once set up any leads that **are first assigned to your user** in the Lead Manager will be exported to Top Producer. **Leads that are not assigned to your user will not be exported to top producer**. Also if any of the lead's contact information is changed in our Lead Manager or they change it on your site, that information will be updated on Top Producer as well (**only happens while lead is assigned to your user in the Lead Manger**). This will only applies to information about the lead like Name, Address, Phone number... etc. | Once set up any leads that **are first assigned to your user** in the Lead Manager will be exported to Top Producer. **Leads that are not assigned to your user will not be exported to top producer**. Also if any of the lead's contact information is changed in our Lead Manager or they change it on your site, that information will be updated on Top Producer as well (**only happens while lead is assigned to your user in the Lead Manger**). This will only applies to information about the lead like Name, Address, Phone number... etc. | ||
lead_manger_top_producer_beta.1421696195.txt.gz · Last modified: 2015/01/19 19:36 by chris
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