There are two type of User designation:
Administrator has the right to Add/Edit/Delete users or update Licenses.
User only has access to his profileTo enable automatic sync, first connect to your CRM and then connect to your email client.
How to Connect your CRM
1. Click Connections icon on the Tools bar.
2. Depending on the CRM you have, (<CRM> being whatever CRM you provided on your registration):
a. Enter your CRM URL and your login credentials, then click Connect to <CRM> button
Or,
b. Click Connect to <CRM> button, the CRM Login screen opens.
Enter your username/password and login
3. Screen refreshes and status says "Connection Success".
** Each user would have to setup the connection to CRM with their credentials
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The connection to CRM is established. Email and Calendar Integration may be set. Click for details on How to Connect to Email. Click for details on How to Connect to Calendar. |
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