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Messenger Prerequisites

Messenger Prerequisites

Owned by Karl Tompson
Last updated: Feb 01, 2024
1 min read

Send2CRM Messenger is built atop the Send2CRM Professional suite. To function correctly, personalization features must be enabled.

  • The Send2CRM website client must be installed and configured on the website, with at least one service configured for analytics.

  • The Send2CRM Professional package must be installed in Salesforce, with personalization enabled.