Use email parsing to push contacts from MMI directly into your Total Expert database.
MMI has created a handy CRM Email Push button to send contacts directly into your Total Expert database.
Set Up Email Address in Total Expert and Configuration into MMI
We have set this up using email lead parsing. Take the user’s “username” from the TE platform and add @totalexpert.net to the end of it. This article from TotalExpert walks through how to do this in more detail.2. Once you have created the totalexpert.net email address, add it to each of your user’s profiles:
3. Place the email address in the appropriate field and save. The CRM Email Push button will now appear on every contact record in MMI.
Sending a Contact to Total Expert
Find an Agent or LO to send to your TE database. Click the CRM Push/Add to Prospect List icon and add any required contact data such as email and phone number if they're not provided. Click the Send CRM Email button and within a short time, your contact will be uploaded into your TE account.
- Click the CRM Push/Add to Prospect List icon;
- Add Contact data;
- Select the Send CRM Email button.
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