en getting Wicked Reports set up, the first step is to Authorize your CRM.  This is the source of where your Contacts/Leads will be coming from.  Once authorized, we will begin pulling in your Contacts on a daily basis.

** Note: If you are using Actionetics, then you will have set up your Webhook to pass this contacts into Wicked Reports in real-time.  This is an extra step that you must take, if using ClickFunnels/Actionetics

To ensure that your CRM is authorized, you will can follow these steps:

1) Go to the Authorizations section and make sure that you have a successful connection under Contacts Data.




You will be taken to the Authorizations page, where you will find the following Contact Source options:



2) Go to the UTM Search Report



3) Select CONTACT / UTM SEARCH tab



4) Select an date range where you had new contacts added to your CRM and make sure there are results in your list.