To make sure your iList dashboard is connected to your Wise Agent CRM follow the steps below. If you do not have an iList account and would like more information, click here to access frequently asked questions about iList and how you can leverage the tools within your Wise Agent CRM. If you are ready to register for an iList account please reach out to our support team by phone at (480)4

 

  1. Log in to your iList dashboard by visiting https://console.wiseagentoffers.com
  2. Click the Open button under Integrate with your CRM.
  3. You will receive a pop-up window asking you to pick the CRM you use. Select Wise Agent from the pull down menu.  
  4. Click Connect to Wise Agent.
  5. You will be redirected to a login window where you will need to sign into your Wise Agent dashboard. Use the same credentials you would when accessing the Wise Agent CRM. 
  6. Once you've signed in, the pop up screen will update giving you access to select the appropriate account. Click the account displaying your Wise Agent information. 
  7. The pop up window will disappear, select the Open button again under Integrate with your CRM. This time, you will select the Activate button on the right side of the screen. 
  8. That's it! Now your Wise Agent CRM and iList dashboard are connected. 

To get started with using your iList dashboard, we recommend setting up an onboarding call to get familiar with your dashboard. If you have any additional questions about the iList features you can access the Learning Center from your Account Settings in the top right corner of your iList dashboard or visit: https://my.ilist.support/en.  

 

For additional assistance feel free to contact the Wise Agent Support team at support@wiseagent.com