IFCRM | Account Set Up
-
1Integrating Email, Calendar, and Video Conference with Immigration Finder CRM 📅Go to Settings > My Profile > from this page, you will find the places to click to integrate the tools.
NOTE: With the 2 way email integration, emails will show when the emails are between the person with their email integrated and the contact.
This may present a risk after the contact becomes a client, as confidential emails between both parties can be seen by other people. Which could constitute a breach in confidentiality.
NOTE: You do not need to integrate the 2 way email sync in order to connect your calendar. You can do one or the other, or both. Whatever is preferred and best for your organization. -
2Using Immigration Finder CRM IntegrationsTo view integrations for your calendar and email (Outlook, iCloud, and Google) go to Settings > My Profile
To view all other integrations, go to Settings > My Profile