👋 Let's get Aisa Holmes setup with your Sierra Interactive account.
Here's how to get setup:
👉 Login to your Top Producer account
👉 Click Your Name / Settings dropdown 👇
👉 Click the "Contacts" tab - then click the "Lead Alerts" tab. Finally, click int he "Send notifications for new leads?" section👇
👉 You can now edit these settings - toggle the "Send notifications for new leads?" to "Yes"👇
👉 Add your unique @structurely.me email to the "Receive notifications by email" field (labeled "b" below)👇
🎊 Nice job, your Top Producer 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 Top Producer 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