Setting Up Integration

  • From the Main Navigation click on Options / Preferences -> Data Integrations
  • Under the Provider drop-down select "IList Tech"
  • Click "Add User"

  • Enter you IList Client ID
  • Check "Is Active"
  • Optional- Check Sync All Leads
    • Checking this box will allow all leads to be automatically passed to IList Tech. Alternatively, if you do not check this box, you will be able to send the leads manually after calling and qualifying the lead before posting it to IList Tech 
  • Click Save