Welcome to Credit Data Direct for Zoho CRM
To order a Credit Report or use the Loan Calculator, a lead needs to be added to the Credit Module by selecting "Add to Credit Module" from the dropdown in the top right corner of the lead module.
Once a lead has been added to the Credit Module, navigate to the lead's Credit Profile by clicking the "Credit Profile" in the link section in the navigation sidebar on the left side of the lead module.
Inside the Credit Module, select one or multiple Credit Bureaus in the "Select Bureau(s) for order" field and check the box next to "Credit pull authorized by customer" before selecting "Order Credit Report" from the dropdown menu in the top right corner of the module. You will receive an in app confirmation message once the Credit Report has been imported.
The Credit Report is available as HTML page and PDF under links in the sidebar on the left side of the module. This is also where you can access the Loan Calculator as well as the Loan Comparison Analysis tool.
The Credit Data Direct for Zoho CRM Setup Guide as well as the Step-by-Step use Guide are also available as a video:
Should you run into any issues please click here to schedule call with one of our support engineers.
We are happy to help you with all your credit needs!
Credit Reporting Services