If you would like to connect your Total Expert CRM with leadPops, fortunately the process is super simple!
You may either connect Total Expert to ALL of your funnels, or to one individual funnel. Instructions for both options are listed below.
Connecting Total Expert to ALL of your funnels:
1. Log in to your leadPops Admin Panel and select the "Global Settings" purple cog to enter Global Settings Mode.
2. Select all Funnel, or just the ones you'd like to connect with Total Expert
3. Once you click Save & Continue, you're now in Global Settings Mode, and anything you do to one Funnel, will be applied to all that you have selected in this mode.
4. Now that you're in Global Settings Mode, (notice the green bar across the top of your screen at this point) select any Funnel, Edit, then under Settings, select Integrations
5. From here, select Total Expert
6. Then select Authenticate
7. This will prompt a screen to enter your Total Expert login credentials.
Connecting Total Expert to one individual funnel:
Follow the same steps as above, just skip steps 1-3 for Global Settings!