Insites Integration Setup Guide for Admins

Before you begin:

• Be logged in with administrator access or higher
• Have an Enterprise license of Insites

How to enable the CrankWheel Integration in Insites

Step 1: Navigate to your Insites account settings

Step 2: Go to “API & integrations”

Step 3: Choose “Screen share integrations” from the left menu

Step 4: Activate the feature(s) you want to enable

**Note: **Your Crankwheel Instant Demo ID can be obtained from your Crankwheel account dashboard

For lead generation

Add the Crankwheel Instant Demos widget to your lead generation reports to allow hot leads to request to be connected instantly to a sales agent.

Once connected, the sales agent can take over the visitor’s browser window and start a screen share to present the audit and other materials you have.

How to activate Crankwheel for lead generation

You must:

• Have an Enterprise license of Insites
• Have set up Insite’s lead generation audit

This feature can be activated as part of your Insites enterprise onboarding. Please talk to your Insites Customer Success Manager to find out more.