How to activate the Alert Communication Integration.
- NOTE: This can only be done by a firm administrator or someone with the administration settings page access advanced permission.
- Navigate to the Icon in the top right corner of your account and select Account Settings from the drop-down menu.
- Locate the Settings heading and click on the dropdown arrow to the far right.
- Select Edit.
- Toggle the setting for Leads to ON.
- Scroll down to the Integration section and find the Alert Communications integration.
- Click Activate.
- Click View Key and give the key to your Alert Communications representative.
- Once the Alert team activates the integration on their end, leads will be available under Leads Management.
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