ALERT: This feature is in pilot and may not be available to all firms.
AdvisorEngine CRM has two levels of setup for email capabilities from within the program. The overall email provider must be specified at the Firm level, as detailed below. Once this is established, each User may complete their individual setup to enable sending and capturing email, calendar sync, and any other features from within the CRM.
To set your firm Email and Calendar provider as Google:
- Navigate to Settings > Firm Profile > Firm Preferences.
- Click Edit in the upper right to make changes to the settings.
- Set the Email Configuration > Provider Setup drop-down to Google.
- Click Save in the upper right to confirm your changes.
No further setup is needed at the firm level. You will be immediately prompted to begin your Google: User Setup. All other firm users will receive the same prompt on next login.
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