Open iEnterprises website and Sign-up for free

1.  Enter information on the fields and make sure the Product of Interest is "Email Connector Sync".
2.  Click Register with Us button.
3.  You will get to the next page where you will have to select your CRM and other details.
4.  When you sign-up, you will provide a password.  The Email Connector Sync will use the email address as your username.
5.  Click Submit Additional Details button.
6.  A confirmation status displays on the page. 
   Click on the URL to open the iEnterprise Email Connector Sync Login screen.*

* 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.

 Login

On the Login page, 

1.  Enter username and password. Username is the email address you have used to sign-up.
2.  Click the Login button.
    iEnterprise Email Connector opens.

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: Purchase the Unlimited Edition

 Connect to CRM

Each 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

 Connect your Email

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.  On the Email Integration tab,

Select the checkbox "Enable Email Integration"

4.  The Mail Server details section displays

5.  On the Provider dropdown, select a provider.

Fields displayed depends on the email provider selected.

a.  If Google or Outlook.com

Click Connect.

Choose an account that you want to use, in case there are multiple accounts active.

Enter Password.  This is the password for your mailbox.

Prompt box displays asking you to Allow Email Connector Sync to access your email, click Allow button.

b. If iCloud,

Enter Username and Password*

c.  .... and other calendar.

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

7.  Click Save.

For more details: How to Connect your Calendar

 Connect your Calendar

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.  On the Calendar Integration tab,

Select the checkbox "Enable Calendar Integration"

4.  The Calendar Server details section displays

5.  On the Provider dropdown, select a provider.

a.  If Google or Outlook.com, Office 365

Click Connect.

Choose an account that you want to use, in case there are multiple accounts active.

Enter Password.  This is the password for your email/calendar.

Prompt box displays asking you to Allow Email Connector Sync to access your calendar, click Allow button.

b. If iCloud,

Enter Username and Password*

c.  .... other calendar,

Enter Caldav URL, Server, Username and Password

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

7.  Click Save.

For more details: How to Connect your Calendar

 Sync Now

The connection to CRM is established.

Emails and Calendar items are regularly Synced with your CRM.

OR, you may click on either Sync Email Now / Sync Calendar Now button to get results right away.