This FAQ will help you automatically bring in new leads into the CRM.


You can have leads go directly to a specific agent or into a distribution pool for the agency. To send leads to an agent, go to There is a Lead Insertion Email under that Agent tab that will look something like If you wish to send leads into an agency distribution go to the Agency tab within the profile (The Agency Tab will only be available to brokers within the agency). There is an Inbound Leads email that will look something like Whichever email you chose (to agent or to agency distribution) is the email we will give to so keep it handy. 


Note that any email sent to the addresses above will also forward to the email registered with the CRM. You won't miss out on any emails.


Now, let's head over to

Go to and login with your credentials.

Click the Product Setup link in the top navigation. 

Now scroll down the page about half way and click the Edit Email link.

Enter the Email address for either your agent or the agency in the Customer Inquiry Email field. Then click the Save button at the bottom of the Email section. 

You are good to go now. will email us when a new lead comes in and we'll stick it into the CRM for you.