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