Getting Started with REthink- Document

Last Updated: Mar 28, 2017 01:28PM CDT
1.    Logging into REthink CRM
  1. Using your computer’s web browser (Chrome preferred), navigate to https://login.salesforce.com/
  1. Enter Username (looks like an email address) and Password
i.                  These credentials should have been provided to you by your REthink CRM Administrator in an email from Salesforce.com.
c.              Click “Log In”
d.              If you’ve forgotten your password, click on the “Forgot Your Password” button or follow these steps.
 
2.              Add Salesforce1 to your phone
Access your REthink data on your iPhone, iPad, Android or Google device, so you can update and use REthink on the go.
a.              Using your phone’s web browser, click here or navigate to https://www.salesforce.com/solutions/mobile/app/getting-started/
i.                  Get it on Apple App Store: https://itunes.apple.com/app/id404249815
ii.                  Get it on Google Play: https://play.google.com/store/apps/details?id=com.salesforce.chatter
b.              Log in using your Salesforce credentials
 
3.             Install Cirrus Insight on your desktop
Cirrus Insight allows you to sync your Calendar & Emails with REthink, track emails, schedule appointments, set follow-ups & more.
a.              Using your computer’s web browser, click here or navigate to: https://www.cirrusinsight.com/rethink/

  1. Click “Sign in with Salesforce”
c.              Select the appropriate button or link for your email client

  1. If using Chrome, select “Add extension”

 
4. Cirrus Insight to your phone
Install Cirrus Insight on your iPhone, iPad or Android device, so you can update and use Salesforce as you work in your mobile inbox.
  1. Click here on your phone or use your phone’s web browser, navigate to https://www.cirrusinsight.com/mobile
i.                  Install for iPhone/iPad: https://itunes.apple.com/us/app/cirrus-insight/id878780306
ii.                  Install Now for Android: https://play.google.com/store/apps/details?id=com.cirruspath.cirrusinsight
f.               Log in using your Salesforce credentials
 
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