My Settings
Articles regarding user settings
By Krista and 1 other2 authors7 articles
How to Enable Google or Microsoft for Logging into ClientSuccessUsing your Google or Microsoft account to log into ClientSuccess
Calendar Authentication
Articles regarding individual user calendar integration setup and management
Google Calendar IntegrationLearn how to set up the Google Calendar integration to display meetings in the Task Dashboard and auto-create engagements in ClientSuccess.
Microsoft Outlook Calendar IntegrationLearn how to set up the Microsoft Outlook Calendar integration to show meetings on the Task Dashboard and auto-create engagements in ClientSuccess.
Articles regarding individual user email integration setup, templates, and campaign setup
Connecting a Microsoft Exchange AccountLearn how to connect a Microsoft Exchange email account to ClientSuccess via IMAP, including server address, port, SSL settings, and sync requirements.
Connecting an Office 365 or Outlook AccountLearn how to connect an Office 365 or Outlook email account to ClientSuccess, including required Microsoft permission scopes and app password setup.
Email Integration with ClientSuccessLearn how to set up email integration with ClientSuccess for Gmail, Office 365, and Microsoft Exchange so emails sync to the Engagement module.
Gmail/ClientSuccess Email Integration: Domain SetupLearn how a G Suite domain administrator installs the ClientSuccess app so users can authenticate Gmail for the email integration domain setup.