Agent Machine

How to setup

NOTE: Skip this if your Gmail or Google Apps account is connected to FUB


1. Get your unique Follow Up Boss email address

2. Go to your website admin login page. http://agent.agentmachine.com/login

3. Once logged in, go to Profile (top bar) and then choose Login Information.





4. Change the Login email.  Please note that you have to confirm your password first in order for you to be able to change the login email address.  Once changed, hit Update.





Test it out


Once you have changed over your Agent Machine email address you can test it out by going to your website and submitting an inquiry. You should receive an email notification from Follow Up Boss and see the lead in the system under "Leads Today" and the "Leads" stage.

Notes


The fields parsed from Agent Machine are Name, Email and Phone Number. A copy of the original lead email will also be sent to you and stored in Follow Up Boss.