Integrate with Microsoft Outlook

Created by Christi Norfleet, Modified on Mon, 30 Jan, 2023 at 8:15 PM by Christi Norfleet

Connecting Outlook

Scroll down to the Outlook calendar tab in the profile section of your CRM to link your outlook account to your CRM location. Click on the "Connect" tab to proceed ahead.


Sign in to your Microsoft account

Sign in to your Microsoft account with your login credentials, and allow Leadconnector to access your Microsoft account information.



Logged-in users should be part of the location, only in that case can you find the Profile in the Settings menu.





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