Tenfold Integration

Please contact Nextiva support to configure your Tenfold access before following these steps:

1. When instructed to do so by Nextiva support, log into Tenfold
   
   
   1. You should have received an email with a temporary password, click the GET STARTED link in the email.
      
      
       
   2. Enter or paste the temporary password into the login screen.
      
      
       
   3. You will be prompted to set a new password.
      
      
       
   4. You are now logged into your Tenfold dashboard and can manage your features, users, and CRM connection.
       
2. Click the Company Settings tab at the top of the page.
   
   
    
3. Just below these tabs, select the CRM option.
   
   
    
4. Your CRM should already be selected from the drop-down menu, but it can be changed if the wrong CRM was selected when your Tenfold account was set up.
   
   
    
5. Each CRM utilizes different authentication methods, follow the steps on the Tenfold help site to ensure your integration is configured correctly.
    
6. After the CRM integration is complete, select the Users tab at the top of the page.
   
   
    
7. Click Synchronize users.
   
   
    
8. Click OK in the pop-up box to begin syncing. This will pull all your CRM users and Nexiva users into the Tenfold dashboard.
   
   
    
9. Once the users are synchronized, each User will need to be invited to Tenfold so they can reset their password and log into the Tenfold Dialer to complete the connection.
   
   1. Click the Settings button (3 lines) on the right-hand side of user line
      
      
   2. Click Resend Invite.
      
      
   3. Each user will receive an email with a temporary password they can use to log in.  The first time logging in they will be prompted to set their own password.