Note: To have access to the Dotloop Company Settings, the Dotloop permission under Marketplace needs to be checked in Roles. Choose the Admin or Company admin role then click edit.
Adding Dotloop to the Navigation Menu
Once you have activated Dotloop for your company, you will have the option to add the Dotloop Integration to your navigation menu.
- In the left navigation menu, go to Marketplace.
- This will take you to the Activated add-ons tab, enable the Display in Main Navigation toggle on the Dotloop card.
- Once the toggle in enabled, you should see the Dotloop Integration in the navigation menu.
Dotloop Company Settings
In Company settings is where an admin or the company can enable it.
This process will allow the company admin to pull in deals automatically.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article