You will need to link your e-mail account before using any of the features offered by Dashfox. The email connection allows Dashfox 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 LPL
Click the "Link Another Account" button. Enter your email address, ending with "@lpl.com"
When presented with providers, select Microsoft Exchange.
Here you will need to provide your user name and password. Note: you will need to add the "web." prefix to your email address for this one authentication step, so that LPL can find your account.
The LPL exchange server should be found automatically, but if not you'll need to use the Advanced Settings. Leave the username field blank and enter https://lplmail.lpl.com/ews/exchange.asmx in the Exchange Server file.
The next screen will ask you to grant permissions to Dashfox, so that we can send/receive email on your behalf. All the permissions must be granted for Dashfox 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.
