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--- email_integration [2018/06/11 16:16]
brittany [Email Sync]
+++ email_integration [2019/04/02 22:01]
brittany [Email Sync]
@@ Line 47: / Line 47: @@
 ===== Email Sync =====
-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.
+The Gmail/Microsoft/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.
+Unfortunately our Email Sync feature **only works with Google or Microsoft emails**.
+In order to use it you must set up your domain to use Microsoft or Google as the email provider:
+  * [[https://gsuite.google.com/|Google GSuite]]
+  * [[https://products.office.com/en-US/compare-all-microsoft-office-products?&WT.mc_id=PROD_OL-Web_PreAuth_BuyOffice_Nav&activetab=tab:primaryr2|Microsoft Office365]]
+To start syncing your emails to leads with the Lead Manager/CRM:
   - Navigate to the [[https://leads.realgeeks.com/settings/email_integration|Email Integration]] setting scroll down to Email Sync.
-  - Click the **Use RG Email Sync** button.
-{{::new_email_sync_button.jpg?200|}}
+{{::screen_shot_2019-04-02_at_4.43.27_pm.png?600|}}
+  - After clicking the "Setup Now" button, click "Sync Email". (Only admins and team leaders can choose to record "All Leads" or "Only My Leads")
+{{::screen_shot_2019-04-02_at_4.46.00_pm.png?600|}}
   - If everything connected smoothly, you will get a green message: **RG Email Sync Enabled**.
@@ Line 65: / Line 75: @@
 ==== Things to Keep in Mind ====
-* Emails recorded by this feature can sometimes take up to 5 minutes to show up in the Lead Manager
+  * Records outgoing emails to and from leads sent outside the CRM.
-* We highly recommend that you use your primary notification email with this feature
+  * This feature requires you to set up either the GMail or Microsoft email integration for sending email above.
-* Emails to/from leads that share the same email as you or any other agent/lender in your CRM will not be recorded
+  * **IF YOU HAVE A MICROSOFT ACCOUNT:** In order to use the RG Email Sync with a Microsoft account, you must re-link your account above. Please click on 'Edit Settings' and 'Unlink Microsoft', then re-link your account.
-* This feature will give [[https://context.io|context.io]] full access to your email. If at any time you wish to stop this service, disable the Email Sync and [[https://optout.context.io/|opt out]] of sharing information with them.
+  * We highly recommend that you use your primary notification email (chris@realgeeks.com) with this feature.
+  * Emails recorded by this feature are usually synced within 5 minutes.
+  * 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 send copies of all your incoming/outgoing emails to Real Geeks but only emails to/from leads will be stored and recorded in the CRM. See our privacy policy for more info.
+  * If at any time you wish to stop this service, disable the Email Sync and new emalis will not be sent to Real Geeks.
+==== Legacy Email Sync via Context.IO ====
+Our Legacy Email Sync with Context.io you are using was **shut down on March 31st, 2019**. You do not need to take any action but the service will no longer work after that date.
+Unfortunately our new email sync feature only works with Google or Microsoft emails.
+In order to use it you must set up your domain to use Microsoft or Google as the email provider:
+  * [[https://gsuite.google.com/|Google GSuite]]
+  * [[https://products.office.com/en-US/compare-all-microsoft-office-products?&WT.mc_id=PROD_OL-Web_PreAuth_BuyOffice_Nav&activetab=tab:primaryr2|Microsoft Office365]]

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