How to set up Email Parsing:
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Get your unique Wise Agent Email address. Login to Wise Agent and click on Contacts > Lead Rules
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On the Lead Management page scroll down to the "Email Leads" section and copy your unique lead capture email.
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Contact Jared James support to activate and give them your Wise Agent email address.
Integration Description: A lead can enter information on one of two sites. A Buyer Lead comes into Wise Agent by entering their email address to request more information. A Seller Lead comes into Wise Agent by entering their home address to get information on their home value.
Both Leads come into Wise Agent without a name or phone number. These are called partial Leads. After each Lead fills out the initial form they will be asked to fill out more information on form 2 such as their name and number. If they do they will update the initial Lead added to Wise Agent however it will be added to the Call List a second time.
Seller leads come into Wise Agent under the Source “Home Valuation Step 1” and “Home Valuation Step 2” if they complete the second part of the form.