Concinnity Onboarding Platform
Recommended Calendar Structure
Microsoft Outlook Calendar Integration
1 way sync
Must be unique sales on calendar (CAN NOT HAVE OTHER PURPOSES)
Calendar must be shared across sales team
Steps to implementation
Go into outlook / o365 account
Create a new calendar titled “Account Sales”
Go to app.concinnity.digital
Sign In
Settings
My Profile
Calendars
Integrate o365 Calendar
Select the new calendar titled “Account Sales”
Test sync
Ensure to not check against other calendars
Configure integration to be a 1 way sync (from CMP > Outlook)
Ensure User is Assigned to Calendar
Gmail (Recommended)
Can be 2 way sync or Smart Sync
Can have multiple purposes
Steps to implementation
Go to app.concinnity.digital
Sign In
Settings
Integrations
Integrate Google Account
Go to CMP > Calendars
Ensure user is assigned on calendar
Select 2 way or Smart Sync