To make sure Wise Agent Offers is connected to your Wise Agent CRM follow the steps below. If you want assistance setting up your Wise Agent Offers feature, please reach out to our support team by phone at (480)836-0345

 

  1. Login to your Wise Agent dashboard and click the Integrations menu and select Settings.
  2. Copy your Wise Agent API Key by selecting the API Keys and Lead Email option. Then click the Copy icon next to your personal API key. 


  3. Log in to your Wise Agent Offers dashboard by visiting https://console.wiseagentoffers.com
  4. In the top right corner, click the menu icon next to your name and select the CRM Integration option.
  5. Scroll down to the CRM Selection and locate the Wise Agent option from the Select Your CRM drop down menu.
  6. Paste your Wise Agent API Key in the API Key field and click Save CRM Integration.

That's it! Now your Wise Agent CRM and Wise Agent Offers dashboard are connected. 

To get started with using your Wise Agent Offers dashboard, we recommend setting up an onboarding call to get familiar with your dashboard. If you have any additional questions about the features you can access the Wise Agent Offers support team from the Support Chat menu option from the navigation menu.

For additional assistance, feel free to contact the Wise Agent Support team at support@wiseagent.com or by phone at (480)836-0345