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Step 2 of 7 · Connect your calendar and CRM~21 min left
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Today's goal· Step 2 of 7
Sync your Outlook calendar, set the right permissions for the meetings Aveni should join, and log in to your CRM.
About 3 minutes
Watch this first
Connect your calendar so meetings are waiting for you in Assist.
Do this next
Tick each one off as you go
0 of 5
The one thing to remember
Link the calendar you actually book client meetings in, not a secondary one.
Next up: Add the Notetaker manually
About 3 minutes
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