Using SumoMe Tools

DISCLAIMER: SumoMe is not in any way affiliated with AgentLocator.  We are not responsible for any of these tools or how they work.  A manual has only been created as a guide due to numerous requests for our clients.

If you are having any issues with SumoMe tools, please contact SumoMe.com directly.

SumoMe.com has a variety of tools that you can use in conjunction with our website.  This manual will only go over how to install one of the tools.

Please make sure you have your CRM open in another browser tab with the website tab open.

 

Go to SumoMe.com and click Try It Now

You can enter in your email or just click on Skip This Step.  For this example, we will be adding in our email address and clicking on submit.

Now copy the coding that you see.

Click on Add Done? Next Steps

Next go to your CRM.  Click on Global Content.

NOTE: If you do not see the Global Content option, you need to make sure you are on the Websites Tab.

Click on Edit beside the Before and After Head Code.

Click on Source

Now paste in the coding that you previously copied.  You can do this by pressing CTRL + V or right clicking on your mouse and selecting paste.

Now click on Save at the top

Now open up your website and click on the SumoMe icon on the right hand side of your screen.

Click on Sign Up

Enter in your information and click on Submit.

Enter in your Name and Phone and then click on Submit.

Click on Sumo Store.

Choose the Tool you would like to use.

NOTE: Keep in mind some tools are FREE and others, you must pay for.

For this example, the Heat Maps tool will be used.

Click on the FREE button

The system will let you know the tool has been installed.

Click on Open

Depending on the tool you use, you may have different instructions.  For the Heat Maps, click on Record New Campaign

You are all done.

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