Impel Sales AI Configuration - VinSolutions CRM Only

7/19/24. SAVE TIME AND FOLLOW THIS ATTACHMENT. Full walkthrough:
11/15/24 - updated with new Impel user to update: https://lithiairc.freshdesk.com/helpdesk/attachments/60126468923

   Justin Mc

This is the setup doc for the Impel Sales AI product for VinSolutions that the team will send a start and we will need to help configure prior to the launch date. 

See attached document - Impel should provide this for each setup.

Please see example cases: 
https://lithiairc.freshdesk.com/a/tickets/271876

https://lithiairc.freshdesk.com/a/tickets/285811

Please note: Step 2: Enable ADF lead forwarding  ** Ask Impel for the email address this has caused issues in past **

When searching for the test lead, use the steps below.

Note 4/10/2024:
When installing the VinSolutions Set Up for Impel,

If you don't provide impel with the MFA user setup in VinSolutions, They will ask to obtain the CRM user ID instead. I found out how to do this:

1.) Settings -> Users -> User list

2.) CTRL + F for Impel Impel

3.) click User (view as) -> changes your status at the top right:

4.) Inspect the page, and search for isVinEmployee

5.) They need a screenshot of the ViewingAsID

Ticket to reference -> https://lithiairc.freshdesk.com/a/tickets/285811 

7/19/24 - Update existing Impel User to add new store.

Settings, Profile Manager:

-Find the user Impel Impel:

-Search for store to add, check the box and save:

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