Document Name UCE CRM guide Author  Jess Portugal Publish Date 08/03/2019 Version 1.1

 

1. Version Information 

 

Date Author  Update Information Version 08/03/2019 Jess Portugal 1st draft 1.0 15/02/2021 Jess Portugal 2nd draft 1.1
 
 

2. Document Purpose & History

 

This document is intended to provide the reader with information on how to set UCE CRM.

 

 

UCE CRM guide

 

 

 

Please find attached the guide for UCE CRM setup.

 

 

Alternatively, please find the video for the Outlook integration and CRM integration.

 

 

As you can see in the CRM integration video, you can click in the ? icon, after you select the CRM integration and an window will open with a step by step setup specific to that integration.

 

 

  

 

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