👋 Let's get Aisa Holmes setup with your LeadTrax account.
Here's how to get setup:
👉 Log in to your Outlook account
👉 Select the "Settings" icon from the top right then select "View Full Settings" from the drop down. 👇
👉 In "Settings", click "Mail" then "Rules" then "+ Add new rule"👇
👉 Name your New Inbox Rule "LeadStreet" (or whatever you like) and select the first dropdown menu under "Add a condition" and select "From". Then type "firstname.lastname@example.org" in the field to the right and click enter.👇
👉 Click "Add another condition" to get another dropdown. Select "Subject includes" from the second dropdown menu and type "LeadStreet Lead" (excluding the quotation marks) in the box to the right and click enter 👇
👉 Now go to the "Add an action" section. Click the dropdown and select "Forward to". Then type your "email@example.com" (remember this is unique to you) in the box and click enter.👇
👉 Make sure your rule looks like below, and click "Save" in the top right👇
👉 Make sure you toggle your new rule ON and it looks like below👇
🎊 Nice job, your LeadTrax 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 LeadStreet account on your website 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 Aisa Holmes Phone Number to the number you filled out.
You should also see a new lead in your HomeChat 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