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Activate the Alert Communications Integration
Activate the Alert Communications Integration
Updated over 6 months ago

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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