How to setup Equifax
For using Equifax integration, you will need a separate set of login details (username and password) for use in Salestrekker; those can be obtained by contacting Equifax at salesAU@equifax.com and informing them that you will be using Equifax through 3rd party service.
Once you have your username and password for Equifax, you can add them in the settings>>3rd party integrations>> Equifax
When you turn the integration toggle to "ON", new pop-up window will show up where you need to add credentials - username and password.
Press "Save" button and the integration will be successfully connected.
How to use Equifax
Requesting credit score can be done from a deal, client profile section.
Press the Equifax button and choose one of the following options:
OneScore
Comprehensive Score or
Negative score
Fill in the required data, then press "Save" button.
Credit score will be generated and PDF report saved in the deal view >> "Notes" section
How to download previously created report?
For downloading previously created report, press the Equifax button again, and then click on the "Download previous PDF" button.