Get your iEnterprise Email Connector Sync
(or skip to Step 2 if you already registered and have a valid Login credentials)
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Open iEnterprises website and Sign-up for free
* A confirmation email with the URL and credentials will be sent to the email address you provided. However, you do not have to wait for the email to get started. |
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LoginOn the Login page,
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Purchase the Unlimited Edition(or skip to Step 4 if you wish to do on a later date)1. Click Billing, "$" from the Toolsbar. 2. Enter number of license to purchase. 3. On the Billing section, a. Pay Yearly is the default (you get discount!). Automatic billing is the default. Toggle to change to Manual billing b. Toggle the radio button to change to Pay Monthly Monthly is always Automatic billing 4. Read the conditions and check the "I Agree" box. 5. On the Payment section, Fill-in your Credit Card details. Notice the recommended format on the entry boxes, for example date needs to be in MM/YYYY. 6. Click Purchase Unlimited (Free for 7 days) button. If all of the required fields are complete, this button turns green. All the features will now be available for you. For more details: How to Get 7-Day Trial for Free Purchase the Unlimited Edition |
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Connect to CRMEach user would have to setup the connection to CRM with their credentials 1. For the Administrator, click Users icon on the Tools bar. 2. Select your user profile name and click Edit. Note: For users designation, your own profile is open by default. 3. Click User Information tab * User details display 4. Click Connect to Salesforce button. * Salesforce is used on this guide. 5. Salesforce login screen opens. Enter your Salesforce username/password. 6. Google Verification opens 7. Click Allow. 8. Screen refreshes and status says "Connection Success". 9. Click Save. For more details: Connect to CRM |
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Connect your Calendarour data has been uploaded via Import or you have created them manually, iCRM gives you different ways to view them. On the Account Modu For more details: How to Connect your Calendar |