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Enabling the FamilyProperty EvolveGo integration

Updated

If you're interested in enabling the EvolveGo FamilyProperty integration, please follow the steps below to authorise the integration.

Note - this only needs to be completed once by a User in your EvolveGo Firm, which will (by default) allow all other Users within the EvolveGo Firm to use the integration.

 

To authorise the integration:

  1. Open EvolveGo > click on File > EvolveGo Settings > Integrations.
  2. Click on FamilyProperty. (If you do not see this option, please reach out the support team at support@familyproperty.com.au for assistance.)
  3. Click Authorise > a window will pop up asking you to login to your FamilyProperty account.
  4. Login via your FamilyProperty credentials > once you see a confirmation message, close this window.
  5. Hit Save. Once the integration is enabled, we recommend fully closing and reopening EvolveGo.

EvolveGo

 

You can then begin using the FamilyProperty integration! 

 

Note - the integration is only available for the following type of EvolveGo Leads/Matters: