Thank you for your interest in Credit Data Direct for Zoho CRM. Please follow the step-by-step instructions below to install and configure Credit Data Direct.
Step1. Select and install Credit Data Direct for Zoho CRM from the Zoho marketplace.
Step2. Accept our terms & conditions & grant access to required data.
Step3. Select the user profiles you like to make Credit Data Direct available to (Admins only, all users, specific profiles).
Step1. In Zoho CRM navigate to Settings > Users and Control > Security Control > Data Sharing Settings to set the Default Access for "Credit Profile" to "Public Read and Write" (this ensures the previously selected user group has full access to the features offered by Credit Data Direct).
Step2. In Zoho CRM navigate to Settings >Customization > Modules and Fields > Leads > Hover over the three dots next to the user profile name & select > Lead Conversion Mapping.
Locate "CreditID" & Select "Credit ID for each of the dropdowns under Accounts, Contact & Deal.
Locate "SSN" & Select "SSN" for each of the dropdowns under Accounts, Contact & Deal.
Click "Save" at the bottom of the page.
Done! Your Credit Module is ready to go. Please view the Step-by-Step use Guide for information on how to use Credit Data Direct for Zoho CRM.
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 or would prefer the setup to be completed by a CRS support engineer please click here to schedule a setup session.
We are happy to help you with all your credit needs!
Credit Reporting Services