Sign in to AgentDock with CRM first. Then connect Mint from your account settings.
- Open Account in AgentDock.
- Under Mint, enter your Mint password and select Connect Mint.
- Complete Mint verification if prompted.
- Check that the account shows Connected as with your email.
The emails must match
Your verified Mint email must match your CRM email. You cannot connect a colleague's account or an unrelated Mint account. If your emails differ, ask your administrator to help correct the account details.
Need to disconnect?
Open Account and select Unlink Mint. This disconnects Mint from AgentDock; it does not delete your Mint account.
While an administrator is viewing someone else's workspace, Mint connections stay private. Choose Return to my account before managing your own connection.