User Tools

Site Tools


lead_manger_top_producer_beta

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
lead_manger_top_producer_beta [2015/12/17 01:48]
kaitlin [Top Producer Steps:]
lead_manger_top_producer_beta [2020/05/28 21:02] (current)
michaels
Line 1: Line 1:
 +#redirect https://​support.realgeeks.com/​hc/​en-us/​articles/​360043720333
 ====== Lead Manager: Top Producer Integration ====== ====== Lead Manager: Top Producer Integration ======
  
Line 12: Line 13:
 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: ====
Line 20: Line 21:
  
   - [[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.  ​      - Fill in //​**Username**//,​ //​**Password**//​ and //**Confirm Password**//​ with the credentials you generated in the Lead Manager.  ​
-     - //**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?​200|}} +     - //**Please note that these credentials are unique credentials that differ from your user information used to access Real Geeks.**// ​ 
-  - Once all the appropriate information has been filled in, click the **//Add Lead Provider//​** button. ​  {{ :​fill_out_form.png?​nolink |}}+ 
 +{{:​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.   - 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.
  
lead_manger_top_producer_beta.1450316927.txt.gz · Last modified: 2015/12/17 01:48 by kaitlin