CRM Integration for Agents

Last Updated: Apr 21, 2017 09:05AM PDT

With an IDX Broker Office account it is possible to automatically syndicate leads that get assigned to one of your Agents into their individual Top Producer accounts. The first step can be done by you, the primary IDX Broker account holder, or by your agent in their own User level IDX Control Panel. The second step will need to be done by them in their own Top Producer account.

Note: If you are the Agent wanting to set up lead forwarding for yourself, please scroll down

Primary clients may enable these settings for an Agent as stated below:

Step 1 - Click Users in the main menu, Agents in the submenu, and Manage from the dropdown menu.

Step 2 - Click the Edit icon in the Tools menu next to the agent with whom you would like to work. Choose the CRM Integration in the tab in the next screen.

 

If your Agent has a Top Producer account:
Select Yes for "Push All New Leads to Top Producer 8i" . Your agent will need to use the Username and Password listed under Top Producer Configuration Details to set up IDX Broker as a lead provider in their Top Producer account.


To enable CRM settings as an Agent in an IDX Office account:

From your agent sub-account you can provide leads from IDX Broker to your own Top Producer account.

Click on Bio from the Home screen in your IDX Control Panel and select the CRM Integration tab.

If you have a Top Producer account:
Select Yes for "Push All New Leads to Top Producer 8i" . You will need to use the Username and Password listed under Top Producer Configuration Details to set up IDX Broker as a lead provider in your Top Producer account.

Copy your Username and Password into a text file. You will need to add these values in the Top Producer Lead Provider setup.

Login to your Top Producer 8i account. Click on your account name and go to Settings.

 

Click on Contacts from the Settings menu, next click on My Leads.

Top Producer Settings

Click the text link at the very bottom of the page on the left, it says "Add Lead Provider".

This will expand a new section. Select "IDX Broker Platinum" from the drop-down list for "Lead provider name". Enter the username and password provided by IDX Broker.

As an Agent on an IDX Broker Office account and not the primary client, use this URL: http://middleware.idxbroker.com/lts/agents

add source

Click the Add Lead Provider button to save.

IDX Broker should display as a lead provider and status should be "Active".

All new IDX Broker leads will now be pushed to your Top Producer Account!

Important: Your existing contacts will NOT automatically import into Top Producer. You will need to do this manually using the 8i import utility.

When you are done, click Save Changes.

Contact Us

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