Introduction to Seamless Identity Verification

Welcome to the seamless integration of LeadStation and IdentityCheck, where selling has never been easier. LeadStation’s mission to simplify CRM with intuitive features for lead tracking and management is now enhanced with robust ID verification capabilities. By linking IdentityCheck, you can leverage effective identity checks right from LeadStation’s dynamic CRM environment, ensuring compliance and reducing risk.

Why Connect IdentityCheck to LeadStation

Integrating IdentityCheck with LeadStation amplifies its core features, such as lead nurturing and insight generation, by adding an efficient KYC check process. This integration empowers your team to verify identities without disrupting their workflow. For instance, Guardian Tax Solutions integrated IdentityCheck with their systems and cut onboarding time by 90%, showcasing how effective this solution can be.

Setting Up the Integration

1. Log in to your LeadStation account.
2. Navigate to the ‘Integrations’ section in the settings menu.
3. Select ‘IdentityCheck’ from the available integrations list.
4. Follow the prompts to authenticate your IdentityCheck account.
5. Configure your ID verification preferences and save settings.
6. Test the integration with a sample client to ensure smooth operation.

How It Works in LeadStation

Once integrated, IdentityCheck functions seamlessly within LeadStation. For example, when initiating contact with a new lead, simply click on the ‘Verify Identity’ button within their profile. IdentityCheck will perform the necessary KYC checks, displaying results instantly within LeadStation, thus maintaining a smooth workflow.

Frequently Asked Questions

• How is data stored? All verification data is securely stored with full compliance to data protection laws.
• Can I customize the verification process? Yes, authentication settings can be tailored to your business needs.
• What happens if an identity check is incomplete? Incomplete checks will alert your team for further investigation, ensuring no potential lead is overlooked.

In Summary

Integrating IdentityCheck with LeadStation enhances your CRM experience by embedding a powerful ID verification tool. It streamlines operations, ensures compliance, and offers peace of mind, making it an essential enhancement for any team focused on efficiency and security.