Summary

This FAQ will help you get new Diverse Solutions leads to automatically import into the REfindly CRM.

Solution

You can have Diverse Solutions leads go directly to a specific agent or into a distribution pool for the agency. To send Diverse Solutions leads to an agent, go to http://crm.refindly.com/Profile. There is a Lead Insertion Email under that Agent tab that will look something like 52efbe0a64cdc15[email protected]. If you wish to send Diverse Solutions 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 [email protected]. Whichever email you chose (to agent or to agency distribution) is the email we will give to Diverse Solutions so keep it handy. 

Now, let's head over to the Diverse Solutions Panel.

Go to http://controlpanel.diversesolutions.com/Login.aspx and login with your Diverse Solutions credentials. 

Hover over the IDX Products menu item and click Options

In the left column, towards the bottom is a field name CC Email(s) - Separate Emails with ","'s

Enter your Inbound Lead email here. Lastly click, Save Options in the bottom right and you're done!