1. Copy your Follow Up Boss lead routing email address.
2. Log in to Commissions Inc.
3. In the top-right corner of CINC, click your name and then click "Profile and Settings."
4. Go to the Advanced section.
5. Paste your Follow Up Boss lead routing email address (from step 1 above) in the "Lead Alert CC" field.
6. Click Update.
Note: If you have a team of agents, you will want to complete the above steps for each agent while logged in as an admin. This will ensure agent assignment matches between the systems.
Agent profiles can be accessed/managed through the account owner's login under Agents > Manage Agents > Agent Name > Advanced. This setup will make sure leads match assigned agents between CINC and Follow Up Boss.