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Signing Into Engage
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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.

 

  1. Obtain your firm's Engage URL from your System Administrator
    • URL Examples
      • USA: firmname.crm.dynamics.com
      • Canada: firmname.crm3.dynamics.com
  2. Log into Engage -  use your Office 365 credentials
    • Username: the email address associated with your Office 365 account
    • Password: your Office 365 account password
  3. 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

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Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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