Totum by TIFIN

Integration Name:

Totum by TIFIN

Integration Type:

Risk Analysis

Setting up the integration: 

From within your Totum account, select one of the two workflow options below:

totum1.jpg

If you selected the "CONVERT" option, you'll see the below:

totum2.jpg

If you selected the "CHECK" option, you'll instead see the below:

totum3.jpg

So, depending upon which of these workflows you were looking to work with first, you'll either click the "ADD PROSPECTS" or the "ADD CLIENTS" button next. In either case, on the next screen you'll see an area similar to the below:

totum4.jpg

Click the "CONNECT" button. You'll then be able to enter your Redtail credentials and authenticate them to complete the integration's setup process:

totum5.jpg

 

 

Integration functionality:

After setup, when you begin one of the processes above, you'll have the ability to search for contacts from your Redtail CRM database and then add desired contacts to your Totum account using the "+" icon in the Actions column for their name:

totum6.jpg

 

Totum by TIFIN resources:

Website

FAQ

If you are looking for other Risk Analysis options, click here! 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk