Apps & Integrations

How do I use Advisor Websites Apps ?
Classic Platform | Force Platform | What platform am I on ? The Advisor Websites Apps section allows you to activate available integration's and b...
Fri, 13 Jul, 2018 at 9:09 AM
How do I add Google Analytics to my website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click on Design on the left hand menu Select Google Analytics Past...
Tue, 10 Jul, 2018 at 7:55 AM
How do I use Lead Manager?
Classic Platform | Force Platform | What platform am I on ? Force Platform Select Lead Manager from the left hand menu Use the drop down menu ...
Fri, 13 Jul, 2018 at 9:22 AM
How Do I Integrate MarketingPro With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform In your MarketingPro dashboard click Settings, then CRM Integrations and...
Tue, 10 Jul, 2018 at 8:59 AM
How Do I Integrate Redtail With My Website?
Classic Platform | Force Platform | What platform am I on ? Log in to your website dashboard. Once you're in, click on the Extras tab and on Redt...
Tue, 10 Jul, 2018 at 9:09 AM
How Do I Integrate Riskalyze With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click Extras on the left hand menu Click Riskalyze You can eit...
Tue, 10 Jul, 2018 at 9:14 AM
How Do I Integrate Salesforce With My Website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click Extras on the left hand menu Click Salesforce Click the Sign...
Tue, 10 Jul, 2018 at 9:20 AM
How do I integrate Hootsuite with my website?
Classic Platform | Force Platform | What platform am I on ? Classic Platform Click Extras on the left hand menu Select Hootsuite and copy t...
Tue, 10 Jul, 2018 at 9:25 AM
What is CoPilot and how does it work?
Classic Platform | Force Platform | What platform am I on ? Classic Platform CoPilot is a lead capture product that appears on your website ...
Fri, 13 Jul, 2018 at 9:26 AM