Logging in to Contivio
Logging into the Contivio App is easy as 1-2-3-4:
Launch Contivio from the Windows Start Menu or the Desktop icon. You need to do this if using the Contivio Chrome Extension as well.
Navigate to both the Client App and Chrome Extension and enter your login credentials into the ‘Username’ and ‘Password’ fields.
Select the ‘Remember' check box to save your user-name for next time.
First, on the Contivio App, click on ‘Sign in, I am using <Device>’. Each of the three devices are explained in more detail on the next 3 pages.
Once logged into the Contivio app, you can 'Sign in' on the Contivio chrome extension.
Toolbar only needs to be selected if you require the Toolbar to sit inside your browser, as opposed to sitting above it. We recommend leaving this option off unless instructed by a member of the Contivio team.
If Click to Dial is selected, users will be able to click a phone number on any webpage to initiate a click to dial. We recommend leaving this option off, which will ensure that Click to Dial functionality will be enabled only in your CRM.
Cloud Connect must always be selected, to enable the Contivio functionality.