Скачать или смотреть Getting Started with MoxiEngage

What you need before you begin

MoxiEngage connects directly with your email in order to send messages on your behalf, connect you with your people, and allow you to add transaction tasks to your calendar to keep you on track to reach your goals. At this time MoxiWorks integrates with Enterprise level O365 Microsoft Exchange email, Google Workspace for Business, and Free Gmail. You can connect to MoxiEngage with your brokerage-provided email and in some cases, depending on your brokerage set-up, you may have the option to choose free Gmail instead.

If your contacts are in multiple locations outside of your email, be sure to gather them together so you can stay top of mind with your entire sphere.
Signing in and Setting Up

The first time you access MoxiEngage you'll be asked to connect your email. Depending on the email selection available, you'll be able to select either your brokerage O365 or Google Workspace email, or Free Gmail.