You will need to link your email 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 harborplan.com/advisors and log in using your Harbor Plan credentials. You can find the "Email Link" tab on the bottom of the left-hand navigation menu.
Step 2. Authenticate with Proofpoint
Click the "Link Another Account" button. When you are presented with email providers, you will select Microsoft Exchange.
Here you will need to provide your user name and password. Note -- these need to be your email account credentials, not your Harbor Plan credentials.
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.
