Send Dave Ramsey ELP Leads to Brivity

Send Dave Ramsey ELP Leads to Brivity in a couple of easy steps. 

Step 1: Login to your Dave Ramsey ELP 

Step 2: Navigate to the Account settings page. Click here for quick access. 

Step 3: Scroll down to the Third Party CRM Information area. Select FollowUp Boss Copy/paste your Brivity Parsing email address. 

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Step 4: Don't forget to Save at the bottom. 

Step 5: Create an Excel or Google spreadsheet. In Cell A1 put "source" and in Cell A2 put "ELP". Save that sheet as a .CSV file.

Step 6: Import that sheet into Brivity to add the custom source of ELP to the CRM (https://www.brivity.com/imports)