You will need to link your e-mail account before using any of Harbor's features. The email connection allows Harbor to see when you receive new lead, and to send follow-up emails on your behalf.
Step 1: Log In and Go to the Email Link Tab
Navigate to app.dashfox.com/advisors and log in using your Dashfox credentials. You can find the "Email Link" tab on the bottom of the left-hand navigation menu.
Step 2. Authenticate with Microsoft Office 365
Click the "Link Another Account" button and enter your email address. If it is not automatically selected, click the option for Microsoft Office365.
Here you will need to provide your email account user name and password.
The next screen will ask you to grant permissions to Harbor Plan, so that we can send/receive email on your behalf. All the permissions must be granted for Harbor Plan to function properly. If you have questions about the scope of these permissions and why they are necessary, please reach out to support@dashfox.com for details.
Once your email is successfully linked, you should be returned to the Email Link tab and see your email listed. If the status is not immediately listed as "running", please wait 10 seconds to allow the email to sync before refreshing your browser.
