Binox Sales CRM Pre-Requisites.

V01. l Q4 2022

Updated over a week ago

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:

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