WPCRM Online Help Center

Enabling Exchange Sync

Enabling Exchange Sync

Previous topic Next topic  

Enabling Exchange Sync

Previous topic Next topic  

 

1.Click the Settings tab.

2.Click System Admin from the accordion menu at left side of the screen.

3.Click the User/Role Access link. The User/Role Access screen will display.

4.Click on the User who you like to Enable to be able to Sync with Exchange. That User's info will display.

5.Go to the bottom of the screen to the Exchange Sync Settings heading. Click the Enable Exchange Sync button.

 

    clip0282

 

6.Once Exchange Sync is Enabled, some options of what to sync will display.

 

    clip0283

 

7.Check the items you'd like to have synced to Exchange. Click the Save button when finished.

 

    clip0284