Users of Leadpal will need 4 numbers from Acturis to add to their Leadpal account:
Account Executive
Account Executive Office
Account Handler
Account Handler Office
These numbers can be obtained by an Acturis administrator via the Account Executive and Account Handler listing reports.
Acturis Report Location
In Acturis you can find the relevant reports at these locaitons:
Account Executive Listing:
Operational Reports > Standard Reports > 09) Reference and Configuration > 01) Broker Organisation > 03) Account Executive Listing
Account Handler Listing:
Operational Reports > Standard Reports > 09) Reference and Configuration > 01) Broker Organisation > 04) Account Handler Listing