Connect to your CRM/mailing tool

Connecting your assessment quiz to a CRM (Customer Relationship Management) or mailing tool allows you to capture leads and user data seamlessly.

STEP 1:

Login to your assessment portal

STEP 2:

Hover over the left-hand bar and click “CRM Setup”

STEP 3:

Select your CRM from the drop down box and follow the prompts to connect it up

STEP 4:

Click “Save Changes”