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
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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.
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If all your clients will be using the IDX button, leave the "All sub-accounts" option checked and copy the code snippet.
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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".
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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.
If you click on the IDX button, the Lead Manager will open in a popup window.
Custom List
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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: