Logging into Engage should be relatively straight forward. Every firm has a specific URL that you use to log into your CRM. Once you obtain that URL from your System Administrator, the following steps will get you signed into Salentica Engage.
- Obtain your firm's Engage URL from your System Administrator
- URL Examples
- USA: firmname.crm.dynamics.com
- Canada: firmname.crm3.dynamics.com
- URL Examples
- Log into Engage - use your Office 365 credentials
- Username: the email address associated with your Office 365 account
- Password: your Office 365 account password
- Click the Salentica Engage Logo
This will take you to Salentica Engage, your CRM!
Take a look at these articles to get you started on your Salentica Engage journey: Navigating Engage