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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 profile.

How to Connect your CRM

1.  Click Connections icon on the Tools bar.

2.   Click Connect to <Your CRM> button.

     *  Salesforce is used on this guide.

3.  Enter CRM credentials and proceed.

4.  Screen refreshes and status says "Connection Success".


Next Step

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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