- Connected: This means that you have successfully linked the CRM user account to their RiTA user account after entering the correct credentials via the integration page.
- Invalid: This means that you have attempted to connect the RiTA user account to the CRM user account but have entered in the wrong credentials. These accounts are not currently connected. If you are unsure of your current credentials and need support resetting them, please reach out to your CRM support team.
- Not Connected: This means that you have not attempted to connect your CRM user account to your RiTA user account. These accounts are not linked/connected.
Note
You need administrator access to view CRM statuses.
There are three CRM statuses in RiTA:
If you are using REX as your CRM, read this article to learn how to configure your settings to log your activity in RiTA under your user name rather than the generic office admin user name.