lead_manger_top_producer_beta
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lead_manger_top_producer_beta [2017/04/13 20:07] brittany [Lead Manager Steps:] |
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 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) | ||
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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. | - 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.1492114049.txt.gz · Last modified: 2017/04/13 20:07 by brittany
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