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ALI Group

How to activate and use ALI group integration in Salestrekker 2.0

Lilly avatar
Written by Lilly
Updated over a week ago

How to set up

If your business or aggregator has an agreement with ALI group, you can activate and set up your access as follows:

Go to Settings > 3rd party integrations tab and turn on the toggle switch for ALI Group.

Contact your aggregator or ALI Group to obtain these.

Next, in the slide-out window, enter your ALI Group credentials and confirm activation with 'Save' button.


How to use

To use the integration in your deals, head down to the 'Diversification Opportunities' tab and click on the envelope icon next to ALI Group.

Check the if the client details are correct and click 'Send' button to send the lead.

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