Create a Connection in Intelligent Advisor

The next step is to create the Sales and Service web service connection in the Intelligent Advisor Hub that your team can use for new or existing interviews. This connection enables the two applications to work together and share information.

The installation administrator should have set up access for the Sales Administrator or for a similar role that administers Intelligent Advisor for your organization. Once you sign in, you create a connection to your Sales and Service web services, to get access to data for creating or editing interviews.