2 Ordering

help | 2 Ordering

2 Ordering

In order for users to use the CRM integration, they must have the Contact CRM integration add-on. The Contact CRM integration add-on must be ordered separately on the Enreach Contact ordering page. Either when ordering a new Enreach Contact subscription, or by making a change order for an existing user.

Once the order is placed, users are automatically provisioned in the Red Cactus cloud. When a user order with the Contact CRM integration is terminated, that user’s user license is automatically deactivated in the Red Cactus cloud.

As Red Cactus only allows Microsoft, Google or Apple user accounts to log in to the Red Cactus cloud and Bubble app, ensure that the email address of the Enreach Contact web user account is either a Microsoft, Google or Apple account.

To order the Contact CRM integration add-on

1 Open Enreach Contact.

2 Start the ordering process, see also https://help.enreach.com/contact/1.00/web/Enreach/en-US/index.html#context/help/ordering_$.

3 On the Add-ons page, activate the checkbox next to Contact CRM integration to order the add-on.

4 Complete the order.

When the order with the add-on is delivered, the user is automatically created in the Red Cactus cloud and a license is activated for that user.