Set up your Altos account

Subscribe to the Altos Research Youtube Channel to see the weekly update reports.

1. Click on Customize Report

2. Put your Name | CRM Phone # in the Subheader Text field

3. Put your Linktree in the Footer Text field so you are in compliance  Instructions for Linktree are here

4. Pick your color scheme. If using CFG branding, then use C29641 for the Theme Color

5. Upload the logo. Create your own on Canva or use this one.

1. Login with your CFG Altos Research account  https://altos.re/admin

2. 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.

1. 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

2. 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.