Prerequisites
- HighLevel Agency Account
- Agency Dashboard Access. You can sign up for free here.
- At least one client using the LeadConnector Dashboard
Important
The IDX Button on the GHL Contact page functions under the following conditions:
- Make sure the code is added to your GHL Agency settings.
- Make sure you have previously follow the steps of the LeadConnector Dashboard setup.
Agency Dashboard Setup
-
Agency Dashboard
Go to your Agency Dashboard and click on the "Extra Features" menu item. This is how the page looks like:
If you don't have access to the Agency Dashboard, you can sign up for free here.
-
If all your clients will be using the IDX button, leave the "All sub-accounts" option checked and copy the code snippet.
-
HighLevel Setup
For the next steps you will need to have access to the HighLevel Agency Settings.
Go to Agency View > Settings > Company > Whitelabel
Scroll down to the "Custom JavaScript" section, paste the code snippet, and click on "Save Changes".
-
Test the IDX Button
Now your HighLevel Contact Details page will show the Lead Manager (IDX button).
If you have issues with the button, please do a hard refresh of the page.
A Zillow button will be added above the Street Address contact field. If you type the full address, you will be able to access to Zillow lookups on the given address.
If you click on the IDX button, the Lead Manager will open in a popup window.
Custom List
-
In the Agency Extra Features, select the option "Custom List" and enter the sub-accounts' location IDs separated by commas. Then click on "Save changes".
To get the location ID of a sub-account, go to the HighLevel sub-account Business Profile and copy the Location ID.
If you want to apply the changes to specific sub-accounts, you can do it by following these steps: