Select Systems

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

1. Name your new profile. 
2. 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