Connect to CRM

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.  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