Overview
In the Profile wizard, Step 1 is Select Systems.
In this step, you have to provide a name for your profile and select the CRM system and calendar application you wish to connect. (Exchange, Google (Gmail/Google Workspace) or Microsoft 365)
How to
- Name your new profile.
- Select the CRM system and calendar application you wish to connect. (Exchange, Google (Gmail/Google Workspace) or Microsoft 365)
If you need to connect more systems you can add them later in other profiles.
Click Next to continue the profile wizard