To get Zoom with SetSail started we recommend:

• Connecting your account to Zoom please see instructions for that below

  Instructions to connect Zoom

• Afterwards you will want to create users for your team and assign them to programs. You will want to create a sales rep user. We have already set up a default Zoom program with Zoom signals included for you.

  Creating SetSail Users

• After that initial set up is done you should be ready to use SetSail to see your Zoom signals. For guidance on how to use SetSail for Zoom signals please follow the ‘SetSail Usage instructions’ linked below.

  SetSail Zoom Usage Instructions

• Also if you wish to uninstall SetSail after using it. Please follow the instructions listed below

  • Uninstalling the SetSail App
    1. Login to your Zoom Account and navigate to the Zoom App Marketplace.
    2. Click Manage > Installed Apps or search for the SetSail app.
    3. Click the SetSail app.
    4. Click Uninstall.