MX Connection

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Revision as of 13:19, 28 February 2023 by 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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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"