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.