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Live Deal Strategy: Sales Professionals Master Series
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Help
Video – Log a Meeting, Call or Task
11
Frequently Asked Questions
How Can I Change a ZynBit Password?
How Can I Disconnect and Reconnect ZynBox?
Why doesn't ZynBit show me logged in when I reopen Outlook?
I Signup up with ZynBit but I Want to use Sign-In-With-Salesforce Now
How do I change the fields that are required to file email?
ZynBox – Codes in URLs
What does "Unable to retrieve account details" mean?
ZynBox – What Does Field Integrity Exception Mean?
Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
How do I Whitelist the ZynBit.com Domain?
How do I change the fields that are required to file email?
22
Install and Log In
What are the Software and Hardware Prerequisites for ZynBit?
User On-Boarding for Organizations
How Do I Connect to a Salesforce Sandbox?
How do I Upgrade ZynBox?
7
Outlook Desktop
Get Started connecting with ZynBit for Outlook Desktop
Installation on Machines with Multiple Windows Profiles
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Connecting ZynBit on Restricted Workstations
ZynBit is Running Slowly. What Can I do to Improve Performance?
I Installed ZynBit but it Does Not Show Up in My Inbox
Configuration Settings File and Options for Outlook Desktop
6
OWA and Gmail
Get Started connecting with ZynBit for GMail
Using ZynBit for Gmail
ZynBit Outlook Web Add-in (OWA) Installation for PCs
ZynBit Web Add-in for Mac 2016, OWA & Outlook (2013 & 2016)
Enabling OWA plugin with Outlook on an Android or iPhone
Deploying the ZynBit OWA add-in for Admins
1
Exchange Web Server
I have Exchange Email. How Do I Connect ZynBit?
4
Mass Deployment
Chrome Enterprise Deployment
MSI Deployment of ZynBit for Outlook Desktop
Citrix or Terminal Server Deployment of ZynBox
Deploying the ZynBit OWA add-in for Admins
24
Administration
4
Service Account Setup for Integration
How do I Setup a Salesforce Service Account?
How do I setup an Exchange Service Account in ZynBit?
How do I Setup an Exchange Impersonation Service Account?
How Do I set up a Delegated Service Account in Exchange?
4
User Management
Creating Users With Salesforce Import
Granting ZynBit Administrator Rights to Additional Users
Onboarding ZynBit Users
How do I Reassign ZynBit Licenses?
12
Software Configuration
1
Zyncal Admin
ZynCal Administration
2
ZynSync Admin
ZynSync Administration with a Service Account
Contact Sync Administration
9
ZynBox Admin
How do I change the fields that are required to file email?
Configuration Settings File and Options for Outlook Desktop
Connecting ZynBit on Restricted Workstations
Installation on Machines with Multiple Windows Profiles
ZynBit is Running Slowly. What Can I do to Improve Performance?
MSI Deployment of ZynBit for Outlook Desktop
How do I Know People are Using ZynBit?
Salesforce Integration Overview for CRM Admins
How do I Whitelist the ZynBit.com Domain?
3
License Management
How Do I Change the Credit Card used for Payment?
Managing your ZynBit License
ZynBit Check-out Tips
What are the Software and Hardware Prerequisites for ZynBit?
35
ZynBox Sidebar (Starter)
ZynBox Cheat Sheet
Attaching Emails to Opportunities – Quick Reference Guide
4
ZynBox Videos
Video – Manage Events from your Gmail or Outlook Calendar
Video – Log a Meeting, Call or Task
Video – File an Email
Video – Create a Lead or Contact
13
Core Features
File an Email and Attachments to Salesforce
Attaching Emails to Opportunities – Quick Reference Guide
Understanding the ZynBit Task Pane
Create a Salesforce Contact and Account from Email
Create a Salesforce Lead or Contact
Convert a Salesforce Lead to a Contact
Edit a Salesforce record from within Email
Add a Task or Event to Salesforce While in Email
Can I File Emails to Multiple Contacts?
Log a Call to Salesforce from within Email
How Do I Get Help for ZynBit?
Search Salesforce using ZynBit
Working With Salesforce Custom Objects (ZynBox)
10
Zynbox Admin Configuration
Salesforce Integration Overview for CRM Admins
How do I change the fields that are required to file email?
How do I Configure Notifications and Reminders?
Configuration Settings File and Options for Outlook Desktop
Improved Contact Recognition and Loading Speed
Managing ZynBit Display Fields
ZynBit is Running Slowly. What Can I do to Improve Performance?
How do I Know People are Using ZynBit?
What does "Unable to retrieve account details" mean?
How do I Whitelist the ZynBit.com Domain?
2
OWA and Gmail
How Do I Save an Email in Salesforce when Composing it using OWA plugin?
Enabling OWA plugin with Outlook on an Android or iPhone
4
Outlook Desktop
Configuration Settings File and Options for Outlook Desktop
ZynBox Outlook Desktop Email Settings Options
Why Isn't the ZynBit Plugin Showing Up in Outlook?
Showing the "Filed with ZynBit" Category
8
ZynCal Scheduling Assistant (Starter)
ZynCal Cheat Sheet
2
ZynCal Videos
Video – ZynCal Configuration and Setup
Video – ZynCal Use
5
ZynCal Articles
Introduction to Zyncal – Intelligent Calendar Booking
ZynCal – Managing Multiple Calendars
How Do I Schedule a ZynCal Meeting for a Specific Time?
How Do I Use ZynCal from the Email Sidebar?
1
Zyncal Administration
ZynCal Administration
11
ZynSync Automatic Server Sync (Pro)
ZynSync Cheat Sheet
1
ZynSync Videos
Video – Email Sync
9
ZynSync Articles
Calendar Sync – Between Email and Salesforce
Why Does ZynSync Stop Working When Salesforce or Email Passwords Change
Calendar Sync - Outlook/Gmail Events don't get deleted by Sync
Contact Sync – from Email to Salesforce
Contact Sync – Salesforce to Outlook and Gmail
Email Sync – from Inbox to Salesforce
Task Sync – Bewteen Email and Salesforce
2
Sync Administration
ZynSync Administration with a Service Account
Contact Sync Administration
4
ZynTrack Customer Insight (Pro)
Understanding ZynIQ
Email Tracking and Viewing Email Opens (ZynBox)
2
ZynTrack
Setup Instructions for ZynIQ Web Tracking
Viewing ZynTrack Results
3
ZynBit Mobile (Expert)
Getting Started with ZynBit Mobile Application – Installation and Basic Use
Getting Started with ZynBit Mobile – Managing Emails and Actions
Getting Started with ZynBit Mobile – Manage Salesforce Information
35
Release Notes
Release Notes Web Portal 10.14.2018
Release Notes Web Portal 09.09.2018
23
ZynBox
Release Notes CRM API 09.06.2018
Release Notes – ZynBit11.12.2018
7
Gmail
Release Notes OWA, Gmail 10.15.2018
Release Notes ZynBox OWA and Gmail Release 08.19.2018
Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
ZynBit for Gmail – Summer Release 2017
ZynBit Release Notes – August 2016
ZynBit Release notes – July 2016
8
Outlook Desktop
Release Notes ZynBox v. 3.6.3.91
Release Notes – ZynBox v. 3.6.2
Release Notes – ZynBox Outlook Desktop v. 3.6.0.79
Release Notes ZynBox 02.26.2018
ZynBit Release Notes – Spring 2018
ZynBit Release Notes – October 2017 Outlook Desktop
ZynBit Release Notes – December 2016
Zynbit Release Notes – October 2016
6
OWA
Release Notes ZynBox Gmail 10.23.2018 v 2.1.3
Release Notes OWA, Gmail 10.15.2018
Release Notes OWA, CRM API 09.30.2018
Release Notes ZynBox OWA and Gmail Release 08.19.2018
Release Notes ZynBox OWA and Gmail Release Version: 2.0.16
Release Notes ZynBox OWA and Gmail Release Version: 2.0.15
5
ZynSync
Release Notes ZynSync 10.15.2018
Release Notes ZynSync 08.29.2018
Release Notes ZynSync 08.22.2018
Release Notes ZynSync 04.11.2018
Release Notes ZynSync 04.03.2018
4
ZynCal
Release Notes ZynCal 10.15.2018
Release Notes ZynCal 10.15.2018
Release Notes ZynCal 06.04.2018
Release Notes ZynCal 04.11.2018
1
ZynMobile
Release notes – ZynMobile iOS 1.39
Sales Rep
Video – Log a Meeting, Call or Task
How to log a Call, Meeting, Event or Task
in
Sales Rep
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