Quick and Advanced Setup

Article Overview The following article describes the Quick Setup tab and the Create the Integration section. Quick Setup (See Figure 1 ) The quick setup includes three sections: Create the Integration (1) Assign Permissions (2) Update Page ...

Article Overview The following article describes how to assign permissions to admins and users. Assign Permissions (See Figure 1 ) The second section requires you to assign permissions to  Admins Users Figure 1: Quick Setup - Assi...

Article Overview The following article describes how to add the EasySend action and fields to all relevant page layouts. Update Page Layouts (See Figure 1 ) The third section requires you to add:  EasySend action and fields to all relev...

Article Overview The following article describes how to use EasySend with any object. Use EasySend With Any Object (See Figure 1  to Figure 5 ) If you wish to use EasySend with any object (besides, Leads, Contact, Account, and Opportunity...

Article Overview The following article describes the Advanced Setup (Optional) tab. Advanced Setup (Optional) (See Figure 1 ) The quick setup includes three sections: Create the Integration (1) Assign Permissions (2) Update Page Layouts (3)...