Connecting PCEA

Edited

To enable syncing of data from the CRM to PCEA and from PCEA to the CRM follow these steps.

  1. Go to your settings page

  2. Find the integrations tab on the left

  3. Find Connecture and click "Connect"

  4. From the dropdown select "Plan Compare Edge for Agents"

  5. Enter your Connecture username and password

That's it!