/
Select Systems

Select Systems

Owned by Thomas Speekenbrink
Last updated: Jun 01, 2022 by Remco Visser

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