👋 Let's get Aisa Holmes setup with your Sierra Interactive account.
Here's how to get setup:
👉 Login to your Sierra Interactive account
👉 Hover over the "Contacts" icon and click "Leads" 👇
👉 In the Lead Management page, click on the "Add" button under the "Rules for Leads" section👇
👉 Once the "Add Rule" window pops-up, select your Lead Source from the drop down menu, choose the lead source where your leads are coming from. 👇
👉 Go to the "Notifications" tab and enter in your unique email@example.com email - then make sure to click the blue "+" icon next to that field to make sure it's added. Finally, click the green "Save" icon 👇
👉 Once you've clicked Save, you'll see the name of the lead source you just created in the "Rules for Leads" tab. ❗ NOTE: You will need to create a rule for EACH lead source you have coming into Wise Agent you want to send to Structurely ❗ 👇
❗ REMINDER: Did you create a rule for every lead source you want to send to Structurely? Loop through these instructions for each lead source coming to Wise Agent to make sure every lead source you want to send to Structurely makes it ❗
🎊 Nice job, your Wise Agent Leads will now be responded to by Aisa Holmes!
Okay, so here's how to make sure it's working
Go to a contact form that funnels to your Wise Agent account and fill out the lead inquiry form.
Please use your own name and phone number to fill out this test form. 😅
👍 You should have now received a response from Holmes via SMS through your Holmes Phone Number to the number you filled out.
You should also see a new lead in your Holmes Dashboard with the lead's contact details and with the message Holmes responded with.
Tell us if it didn't work!
If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to firstname.lastname@example.org and I'll get back to you!
🚀 The Structurely Team