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--- email_integration [2019/04/02 21:23]
chris [Things to Keep in Mind] set up for context.io shut down
+++ email_integration [2020/05/28 20:39] (current)
michaels
@@ Line 1: / Line 1: @@
+#redirect https://support.realgeeks.com/hc/en-us/articles/360043161174
 ====== Email Integration ======
@@ Line 15: / Line 16: @@
 ==== How do I integrate my Gmail Account? ====
-  - In your lead manager, go to Settings.
+  - In your lead manager, go to Settings -> Communication.
   - Go to Email Integration.
   - Press "Setup" under the "Sending Email From CRM" section.
@@ Line 21: / Line 22: @@
   - Select your email account.
   - Sign in and Allow permissions.
-{{:lead_manager:sending_email.png?600|}}
+{{:lead_manager:sending-emails-lead-manager.png?600|}}
 {{:sending_email_step2.png?600|}}
@@ Line 47: / Line 49: @@
 ===== 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 84: / Line 96: @@
   * [[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]]
+==== Disclaimer: ====
+The permissions required to use email integration and sync are bundled with the permissions required to delete emails, set by your email provider. However, Real Geeks will not delete any of your emails. The software does not have the ability to delete emails.

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