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.

Dotloop

Dotloop

 

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. 

  1. In the left navigation menu, go to Marketplace.
  2. This will take you to the Activated add-ons tab, enable the Display in Main Navigation  toggle on the Dotloop card.
  3. Once the toggle in enabled, you should see the Dotloop Integration in the navigation menu.

DotloopDotloop

 

Dotloop Company Settings

In Company settings is where an admin or the company can enable it.

Dotloop

This process will allow the company admin to pull in deals automatically.

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