Glennis Integration

Integration Setup:

For all integration setup needs, please reach out to your Account Manager to connect with the Enquire Integrations Team. 

 

Push Prospect to Glennis:

Once the Glennis Integration is setup, a blue button to prompt the push to Glennis should appear on all individual profiles. mceclip0.png Before you are able to push the prospect to Glennis, a few steps must be followed.

  1. Go to the preferred individual profile. (Follow the steps HERE to create a new prospect)
  2. Ensure the 'BirthDate' and 'Gender' fields are filled out. mceclip2.png
  3. Locate the Glennis button at the top right of the profile. mceclip3.png
  4. Click the button and you will see a blue message notifying a successful push to Glennis. mceclip4.png
    • NOTE: If the BirthDate and Gender fields are not filled out you will see messages prompting you to fill them out before the push can be performed. mceclip5.pngmceclip6.png

If you experience any issues or have any questions please contact your Account Manager or submit a support ticket here.

 

Was this article helpful?
0 out of 0 found this helpful

Articles in this section