Set up your Altos account
STEP 1: Subscribe to the Altos Market Research Weekly Update
Subscribe to the Altos Research Youtube Channel to see the weekly update reports.
STEP 2: Personalize Your Altos Consumer Report look & feel
Click on Customize Report
Put your Name | CRM Phone # in the Subheader Text field
Put your Linktree in the Footer Text field so you are in compliance Instructions for Linktree are here
Pick your color scheme. If using CFG branding, then use C29641 for the Theme Color
Upload the logo. Create your own on Canva or use this one.
<<< Right click this image and save the image to your computer
STEP 3: Add Counties to Your CFG Altos Market Research Reports
Login with your CFG Altos Research account https://altos.re/admin
Add "Counties" to your reports list
Click on the "New Report" button above the list of reports.
Next, select the "Counties" tab and use the search to locate the county of interest.
The last step is to click "Add". You would do this for each county that is desired.
Be sure to keep the box "include all city/zip reports for the county" checked.
STEP 4: Customize Notifications & Integrate to FUB
Click on your name in the top right corner and select "Settings" from the dropdown
Click on the "Notifications" tab
If you use FUB CRM, put your FUB email address into the Send To: link so that anyone who signs up for your reports will also be added to your account
Select your notification preferences and hit the Savve button
If using Follow Up Boss, Zapier, or another way to get your leads into your CRM, click on the Integrations tab and follow your integration instructions.
