Google: User Setup

Google: User Setup

After your CRM Admin user has completed the Google: Firm Setup, each user can complete the User Setup process below to enable sending email and calendar sync from within AE CRM.

After this process is complete, you will need to Install the Junxure Outlook Add-in to enable email capture features if desired. You will need access to a Windows install of the Outlook software configured to display your Google email through POP3 or MAPI (IMAP is not supported).

Caution! Due to Google security, very specific settings must be enabled in a Google account before it can be used with AE CRM. You must complete the following:

User Email Setup

  1. Navigate to your User Profile > User Preferences.
  2. Click Edit to begin making changes.
  3. Click Setup under Email Configuration > Email Login. The Email Setup window will open.
  4. Enter your Email Address, Username (your email address again), and Password for your email account. If you are unsure what these might be, please check with your IT provider.
  5. Click Ok to confirm your credentials.
  6. Click Save in the upper right to confirm your changes.

If the setup was successful, you will receive an email automatically from AdvisorEngine CRM to your inbox. The email will say, “JunxureCloud successfully sent an email.”

You will now be able to use the Correspondence Assistant for email and Create Email from Actions.

Additionally, you can now proceed with the following additional setup options:

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