Integrating your email with the lead manager just takes a few clicks of your mouse!
There are three methods for sending email from the Lead Manager:
Use this feature to view emails you've sent and emails sent to you through the lead manager via your personal email address. This email integration only sends information into your email account. Emails sent to your email address will not be pulled into the lead manager to maintain your privacy.
Don't use gmail? No problem. Simply follow these steps:
If you are sent to the screen below, then please check with your email provider what the correct Port should be. You will also want to confirm that the rest of the information (server name, protocol type) is correct. Note: If you have changed your password for your email, then you will need to change it as well here (in the lead manager settings).
The Gmail/SMTP integration covers sending email from the lead manager, but that only saves half of the conversation in the Lead Manager. If you would like to record lead's replies to your email should enable this Email Sync feature. This integration does not record emails you send outside the CRM.
Now that this is set up, emails you send or receive from a lead you are assigned to will get recorded in the lead's activity history, and in the “Email” tab.
NOTE: We do not record emails to leads that match the primary notification email for any user in your CRM.
Admins & Team Leaders will see an extra setting that regular users do not have access to. Here you can choose to only record emails with leads you are assigned to or any lead in the CRM. You can change this at any time. Simply changing the option automatically saves.
* Emails recorded by this feature can sometimes take up to 5 minutes to show up in the Lead Manager * We highly recommend that you use your primary notification email with this feature * Emails to/from leads that share the same email as you or any other agent/lender in your CRM will not be recorded * This feature will give context.io full access to your email. If at any time you wish to stop this service, disable the Email Sync and opt out of sharing information with them.