Add-On Configuration
Prerequisites: Must have Admin Access
1) Navigate to the Marketplace, Select the Add-Ons submenu, and Select the Customer Pins Add-On Card
2) Navigate to the "Configuration" tab and click "Enable"
3) Select the Lead Status(es) you'd like to convert into Customer Pins, the frequency you'd like to create Pins, and the action you'd like to take with the Lead Pin after the Customer Pin has been created.
That's it! Customer Pins should now be enabled for your account. You can now automatically convert Leads into Customer Pins. If you have any issues please reach out to customer support.