Pushing Accounts to Connected Clients
You can push Accounts to Connected Clients from your CRM.
Push option will appear for single as well as multiple records.
- Select Accounts from home page
- Select a Lead or multiple leads to push to Connected clients
- Click on the More option to select Push from the actions menu.
4. This will open the Push Accounts to Dialogue Box.
- This dialogue box contains the list of connected clients or companies.
- Select the connected company to whom you want to push the record.
5. An alert dialogue will appear. Click OK.
6. Once you have clicked on OK the Lead will be pushed to the selected client.
7. The client will receive a notification email.
The client needs to click on the link and accept as shown in the image below:
8. When the client accepts the lead, the leads will be copied to their CRM
9. If they don’t accept, the system will continue to show the message until it’s accepted.
Pushing Template to Connected Clients
You can push Templates to Connected Clients from your CRM.
Note: Below steps are same for both Marketing and Sales Templates.
Push option will appear for single as well as multiple templates.
- Select Marketing from home page and go to Email Marketing
- Select a Marketing template or multiple templates to push to Connected clients
- Click on the More option to select Push from the actions menu.
4. This will open the Push Email Templates to Dialogue Box.
- This dialogue box contains the list of connected clients or companies.
- Select the connected company to whom you want to push the record.
5. An alert dialogue will appear. Click OK.
6. Once you have clicked on OK the Lead will be pushed to the selected client.
The client will receive a notification email with a link to accept as mentioned before. When the client accepts the templates, the templates will be copied to their CRM. If they don’t accept, the system will continue to show the message until it’s accepted.
Pushing Workflows to Connected Clients
You can push Workflows to Connected Clients from your CRM.
Push option will appear for single as well as multiple Workflows
1. From the Home screen, click on Settings option
2. Click on Workflow option under Customization.
3. Select a Workflow or multiple workflows to Push to Connected clients.
4. This will open the Push Workflows to Dialogue Box.
- This dialogue box contains the list of connected clients or companies.
- Select the connected company to whom you want to push the record.
5. An alert dialogue will appear. Click OK.
6. Once you have clicked on OK the Workflows will be pushed to the selected client.
The client will receive a notification email with a link to accept as mentioned before. When the client accepts the Workflows, the Workflows will be copied to their CRM. If they don’t accept, the system will continue to show the message until it’s accepted.
Pushing Documents to Connected Clients
You can push Documents to Connected Clients from your CRM.
Push option will appear for single as well as multiple Documents
1. From the Home screen, click on Library option under Sales/Marketing module.
2. Select a Document to Push to Connected clients.
4. This will open the Push Documents to Dialogue Box.
- This dialogue box contains the list of connected clients or companies.
- Select the connected company to whom you want to push the record.
5. An alert dialogue will appear. Click OK.
6. Once you have clicked on OK the Documents will be pushed to the selected client.
The client will receive a notification email with a link to accept as mentioned before. When the client accepts the Documents, the Documents will be copied to their CRM. If they don’t accept, the system will continue to show the message until it’s accepted.