Use this guide to create Hot Lead Transfers in Prospect Rocket!

Video Guide:

1. Drag An Endpoint Into The Campaign Window

2. Connect The Sequence To The Endpoint

3. Click on the Trigger you would like to use on the automation

4. Click on SAVE

5. Click on ACTIONS to add an action to the Automation

6. Click on the Dropdown Menu

7. Click on "Setup Alert"

8. Click on CALL TRANSFER to turn it on

9. Click on SAVE

10. To Edit Your Alert Settings, Click on SETTINGS

11. Click on Agency Settings

12. Click on ALERT SETTINGS

13. Edit your Email or Phone where you would like to receive Alerts, then Click on SAVE