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Want to stay current with the most up-to-date product news and features all in one place? Check out our Release Notes to read about the newest updates and, more importantly, learn how to use them.
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Enabling and Configuring Mail Sync for Custom Providers Mail Sync allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM will be recorded. Last Updated 11/07/23
Mail Sync Overview Mail Sync is a powerful tool that allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM—will be recorded. This way, you can keep track of you and your team's emails with your leads. Last Updated 06/18/24
Troubleshooting IMAP Sync Errors When syncing IMAP, there may be times when the process results in error. Before contacting Lead Gen & CRM Support, you may want to troubleshoot your IMAP sync results. Last Updated 07/10/24
Enabling and Configuring Mail Sync for Microsoft Office365 and Outlook Mail Sync allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM will be recorded. This way, you can keep track of you and your team’s emails with your leads. Last Updated 07/10/24
Enabling and Configuring Mail Sync for Google Accounts Mail Sync allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM will be recorded. This way, you can keep track of your and your team’s emails with your leads. Last Updated 07/10/24
Enabling and Configuring Mail Sync for Gmail Mail Sync allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM will be recorded. This way, you can keep track of you and your team’s emails with your leads. Last Updated 12/04/23
Enabling and Configuring Mail Sync for Microsoft Outlook Mail Sync allows you to connect your inbox to Lead Gen & CRM. Once enabled, any email you send through that inbox—and any Smart Mail that you send out of Lead Gen & CRM will be recorded. This way, you can keep track of you and your team’s emails with your leads. Last Updated 07/10/24
Troubleshooting Mail Sync When enabling Mail Sync for users, there may be times when the process is unsuccessful. Before contacting Support, you may want to troubleshoot Mail Sync. Last Updated 07/10/24
Enabling and Configuring Mail Sync for Microsoft Exchange Lead Gen & CRM Mail Sync lets you see every email to and from your leads within their lead histories. This article will provide information on how to enable Mail Sync in Lead Gen & CRM with various iterations of Microsoft Exchange. Last Updated 11/07/23
