- Click the Integrations icon.
Image 1: Accesing 'Integration' settings. - Click Connect on the Rex Integration panel.
Image 2: Connecting your RiTA and REX user accounts. - Enter your REX username and password and click Connect.
Image 3: Entering your REX login credentials. - Your REX user account is now connected your RiTA user account.
Linking RiTA with your REX user account allows notes and activities to be attributed to you in your CRM, rather than your office account administrator. Before you can link your user accounts, ensure that RiTA has been connected to REX at an office level.
Follow these steps to link RiTA with REX: