Issue:
New advisors require configuration of email and calendar services to ensure communication and scheduling readiness.
Resolution:
Step 1: Email Provisioning
- Create advisor email account
- Assign standard naming convention
- Verify mailbox activation
Step 2: Configure Calendar
- Enable calendar sharing settings based on role
- Configure default meeting settings:
- Time zone
- Business hours
- Availability settings
Step 3: Connect CRM Integration
- Enable email tracking in CRM
- Ensure activities sync between Outlook and CRM
- Validate calendar appointment tracking
Step 4: Test Functionality
- Send/receive test email
- Create and update calendar events
- Confirm visibility within CRM
Best Practices:
- Enable automatic tracking for client-related communications
- Use templates for recurring meeting types
- Ensure compliance disclaimers are configured