Setting up your Opscotch account
Dom Fillari
23 steps
3 minutes
Google Account
Leadconnectorhq
1
Click "Settings"
2
Click "My Profile"
3
Click "Notifications"
4
Make sure this box and the one below it are selected/checked
5
Make sure this box and the one above it are selected/checked
6
Click "General"
7
Scroll down to the email sync section and select gmail
8
Click "Connect"
9
Select your company email "yourname@sunforceroofing.com"
10
Click "Continue"
11
Click "Continue"
12
Scroll down to "Calendar Settings"
13
Click "Connect" next to Google Calender
14
Select your company email "yourname@sunforceroofing.com"
15
Click "Continue"
16
Click "Continue"
17
Still in the Calendar Settings section, make sure your linked calendar is your company email calendar
18
Still in the Calendar Settings section, make sure your conflict calendar is your company email calendar
19
Right below your previous step, toggle this switch OFF
20
Click "Save"
21
Click "Notifications"
22
Under conversation notifications, make sure all boxes under the in-app column are selected/checked
23
Click "Save"
Setting up your Opscotch account
Dom Fillari
23 steps
3 minutes
Google Account
Leadconnectorhq
1
Click "Settings"
2
Click "My Profile"
3
Click "Notifications"
4
Make sure this box and the one below it are selected/checked
5
Make sure this box and the one above it are selected/checked
6
Click "General"
7
Scroll down to the email sync section and select gmail
8
Click "Connect"
9
Select your company email "yourname@sunforceroofing.com"
10
Click "Continue"
11
Click "Continue"
12
Scroll down to "Calendar Settings"
13
Click "Connect" next to Google Calender
14
Select your company email "yourname@sunforceroofing.com"
15
Click "Continue"
16
Click "Continue"
17
Still in the Calendar Settings section, make sure your linked calendar is your company email calendar
18
Still in the Calendar Settings section, make sure your conflict calendar is your company email calendar
19
Right below your previous step, toggle this switch OFF
20
Click "Save"
21
Click "Notifications"
22
Under conversation notifications, make sure all boxes under the in-app column are selected/checked
23
Click "Save"
