MX Connection: Difference between revisions
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Crmtogether (talk | contribs) (Created page with " Once you have the app installed you need to add in your connection. This requires the backend install from CRM Together. Click the + sign image 1 On the Modal form fill in image 2 1. Your CRM path in the format https://yourserver.com/crm/ 2. Your CRM username 3. Your CRM user password 4. Click Connect Then on the form image 3 Click "Open Application"") |
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Revision as of 13:19, 28 February 2023
Once you have the app installed you need to add in your connection.
This requires the backend install from CRM Together.
Click the + sign
image 1
On the Modal form fill in
image 2
1. Your CRM path in the format
https://yourserver.com/crm/
2. Your CRM username
3. Your CRM user password
4. Click Connect
Then on the form
image 3
Click "Open Application"
