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iSoftpull Zoho CRM Integration: Admin Setup & Configuration Guide
iSoftpull Zoho CRM Integration: Admin Setup & Configuration Guide This article explains how Zoho CRM administrators can install, configure, and manage the iSoftpull integration, as well as how to run and access credit reports inside Zoho CRM. Who ...
Employee Role
The employee role in iSoftpull can only view their own credit reports they have pulled. Their "Branch Manager" and the CEO role can view their reports too. Employees cannot add other users or add branches. To learn more about roles and permissions ...
Adding Users, Roles and Branches
This article reviews how to add users and branches, and describes roles and permissions within the platform. This hierarchy of roles enables business of all sizes to manage their employees' credit access, while at the same time giving managers access ...
Manager Role
In addition to pulling credit reports, Managers can create, invite, deactivate users. Managers and also view the credit reports of the employees within their Branch. To learn more about adding users, please visit this article: Adding Users, Roles and ...
How to Run and Review Credit Reports in Zoho CRM
How to Use the iSoftpull Integration in Zoho CRM (User Guide) This article explains how non-admin users can use the iSoftpull integration in Zoho CRM to run, view, and manage consumer credit reports directly from Lead and Contact records. What You ...