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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.

1:26Available now

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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