We install the integration and fill in the required fields “Email” and “Phone” and click save. After installation, we check authorization. In case of problems with the integration working, we also check the authorization; if it is missing, go to the integration page and click “Install integration”.
Authorization check
We look at the availability of issued accesses in the "Authorization" tab
Widget setup
The settings are made in the widget itself. Fields of the List type are added and, depending on the selected field, the deal frame is tinted in the selected color.
View after setup
Once set up, it will be convenient for you to find the leads you need by color