Connect Marketplace is quickly becoming the easiest way for you to add value to your EZLynx system. In this release, we have added the ability for you to access your cross-sell integrations directly from a customer's account - you're no longer limited to selling only from the quote results page! We're excited to expand the accessibility of our Connect Integrations, and believe this new enhancement will open up new opportunities for integrations. Keep watching the Connect Shelf for new vendors! To learn more about Connect Marketplace, check out our other Connect Marketplace articles! 


TABLE OF CONTENTS


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Accessing the Connect Shelf


When you open a customer account, you should now see a new button called the Connect Shelf. This new button allows you to begin working with and accessing your integrations right from any customer's account. 



Choose an Integration


Once you click on the button, you will see a new pop-up on the screen, listing all the quote result integrations that you have installed along with other recommended integrations beneath them. If you want to close the shelf, you can click outside of it at any time, and you will be returned to the customer account you were on before you accessed the shelf.



 


Attention! - If you do not have any integrations installed, you will see a button that will take you to the Connect Marketplace to install integrations. 


Choosing a Quote (if needed)


Once you see your integrations, simply click on them to use them. Some integrations require a quote to work properly. If they do, you will need to select a quote to continue the integration's workflow. 



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Once you select the quote that you want to use, you can then choose to send the information to the vendor or cancel if you clicked the wrong one. 


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If you do not have any quotes that match the criteria needed by the integration, you will be prompted to create a new quote from the customer's existing applications. 


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Lastly, if for some reason your configuration for an integration gets out of sync or needs to be updated, you will see a warning icon next to the integration. When you click on the integration, you will get taken to the integration's detail page where you can update the configuration's information.