Context
Each user can log in to their Google account and provide access permissions for Demandbase. Once users authenticate, Demandbase can pull email history from the last 6 months.
Tip: Users that do not want Demandbase to access their email and calendar can set up a username and password login that does not authenticate to Demandbase using Google.
Steps
-
From the left navigation bar, go to
Settings > My Profile > Email Credentials and click Login with Google. - In the Sign in with Google window, select your Google account.
- Click Allow to provide Demandbase access.
Outcome
Demandbase starts tracking the emails and calendar events and applies the activities to Engagement Minutes.