How To - Enable CRM Integration

Owned by Eric Ronhovde
Last updated: Aug 30, 2021

Description:

This article will show you how to do the following:

  • How to setup CRM settings on an account

Methods:

  1. Login to the Audian Portal
  2. Click the User name/Account name at the top right of the screen.
  3. Select Account from the left.
  4. Scroll down and select CRM Integration.
  5. Select the desired CRM option.
  6. Enter the required SID and Key. (Note: This information is saved specific to the CRM chosen, so users can switch between options and all of the information is saved for each.)
  7. Once all of the required information has been entered, click Save Changes, on the right.