Note: Please complete these pre-requisites prior to your scheduled onboard.
☑ Email - Our deep integrations with Office 365 and G Suite allows for full synchronization and calendaring using these platforms:
·Office 365 – We only support accounts purchased through Microsoft.
We do not support GoDaddy office 365 or purchased elsewhere.
G Suite
☑ ZOOM - You will need your username and password for your ZOOM account if you choose to take advantage of our calendar integration with ZOOM.
☑ PSA - If you are taking advantage of our industry only opportunity bi-directional sync with your PSA please be sure to follow the steps outlined below: