If you have an account with Illion, you can integrate it in Salestrekker to request credit scores and credit checks for both person and company contacts.
How to set up
To activate the integration you will go to Settings > 3rd party applications tab from the left hand side menu.
Illion AccessSeeker and CompanyExtract+ will be the first one listed under Personal integrations with 3rd party applications section.
Turn the switch to 'on' position, located on the far right of the integration title.
This action will open up a dialog box, where you are required to enter your integration details. When you complete this, click on the 'Save' button to confirm.
NOTE: If you do not have these details, please contact your aggregator so they can be provided to you.
How to use
Credit check and report requests are carried out from deals. The button that actions the request is located on the client Personal Details page.
Click the Illion button and complete the details from the popup dialogue box. Last, click the 'Send' button to make the request.
If the client's details are correct and no request error comes up, the request will return the credit score on the same page. The report will be uploaded to the deal documents list (back in deal view).
Company reports are requested the same way as for person reports. The only difference is that the score will remain N/A. If the request was successful, the report will be back in deal notes.