• Guide to Connecting LinkedIn & Sales Navigator

  Best Practices for a Stable, Long-Term Connection Keeping your LinkedIn and Sales Navigator accounts properly connected aids in smooth syncing, uninterrupted automation, and accurate data flow into your portal. Follow the steps below to reconnect and maintain a stable integration. 1. Turn On Two-Factor Authentication (2FA) LinkedIn now requires two-factor verification for allPopular

• Updating Email Accounts in the Revscale Portal

  This guide outlines the quick and simple steps to disconnect email accounts from each Revscale Agent. Disconnecting an account stops automated engagement tied to that integration. Web Pixel Agent Navigate to the Web Pixel tab in the left-hand menu. Click Preferences in the upper-right corner. SSome readers

• SMTP settings for Microsoft accounts

  Enabling SMTP Settings for Microsoft Accounts For Microsoft Accounts Purchased Directly from Microsoft Microsoft accounts are personal accounts created and managed by Microsoft. Follow these steps to enable SMTP settings for Microsoft 365/Outlook accounts purchased directly from Microsoft. Steps: Log in to your Microsoft Admin Center. Go to Active Users. In the side window, click the Mail tab and select Manage email apps. Check the boxes for IMAP and AuSome readers

• How to Integrate Your Email into the Outbound Agent Portal

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• LinkedIn Integration Guide

  Integrate your LinkedIn account with the Revscale Outreach portal to streamline lead management and enhance your outreach efforts. Login to your Revscale Outreach Portal Username: Your email address Password: LastName – Month Signed Up – Last Two Digits of Sign‑Up Year Example If your name is John Smith You signed up in July 2023 Your password would be: Smith-July-23-! LinkedIn Connection Process: Select the "in" bubble at the top of your dashboard. 2Few readers