Blitz automatically sends the contact information, as well as the last note, to eAgent when you update the contact to a certain Milestone. The Milestone is chosen when you set up the eAgent integration (click here for instructions). The information will be transferred to eAgent immediately, and you will receive a pop up confirmation in Blitz above the tabs in the Lead.
eAgent requires certain information in order to accept a contact. The following must be present in the Details tab:
- First name
- Last name
- Address 1
- Email or Phone
One Milestone is selected to transfer leads to eAgent. This is to prevent you from sending all leads to eAgent (eAgent is meant for customers only). You do have the option to customize Milestones so this integration can work how you'd like. Click here for instructions.
One eAgent account is selected when configuring the integration.