User Guide: Navigating the Connectors Section
This user guide is designed to help you navigate through the Connectors section and understand its features.
1. Search Functionality
Use the search bar to quickly find and select the integration you need. This tool is designed for efficiency and ease of use.
2. Selection Options
A dropdown menu is available to choose integrations. It includes the following options:
'Select All': Allows you to select multiple integrations at once.
'Clear': Quickly clears your selections.
Additionally, this menu has a search field to streamline finding specific integrations.
3. Connected Integrations Card
This area displays all the channels you have recently integrated with. It's a quick reference point to see your current integrations.
4. Integration Details
By clicking on an individual integration, you can access detailed information about it. This includes basic information and specifics about various fields used by the integration.
5. CRM Channel Information
The platform provides essential information and details on field mappings for CRM channels, offering a deeper understanding of how these integrations work.
The mappings' details include mapping name, description, and No. Of fields, Last updated, and the Sync button.
By following this guide, you can efficiently navigate the Connectors section and make the most of its features to manage your integrations effectively.