FundPanel Integrations (3)

• General Setup: Configuring Email to Salesforce in Salesforce
• Set up Mail Flow Rule in Microsoft Exchange
• Creating Investor Relations Contact, Investor/Advisor Account, and Investor Opportunity

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• Create Email Forwarding Rule in Gmail
• Set up Lightning for Gmail in Salesforce
• Install Lightning for Gmail in Google Chrome

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• Set up Lightning for Outlook in Salesforce
• Install Lightning for Outlook in Office 365 Admin Center
• Connect Lightning for Outlook to Salesforce with Outlook 2016 for Mac

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