How To Use the WeOpportunity AutoSync

Here are the instructions on how to set up the WeOpportunity AutoSync

  1. Click your User Name on the upper Right-hand Corner
  2. Click on My Settings

 

  1. Click on the Auto Sync Settings Tab
  2. Click Edit
  3. Click the dropdown Mail Server Type to Microsoft Exchange
  4. Enter your OUTLOOK User name and Password
  5. Click Save when finished

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If your username/password combination is correct than after the next sync your appointments will carry over.

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