email_integration
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email_integration [2019/04/02 21:27] chris [Email Sync] revise content for no more contextio |
email_integration [2020/05/28 20:39] (current) michaels |
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| + | #redirect https://support.realgeeks.com/hc/en-us/articles/360043161174 | ||
| ====== Email Integration ====== | ====== Email Integration ====== | ||
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| ==== How do I integrate my Gmail Account? ==== | ==== 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. | - Go to Email Integration. | ||
| - Press "Setup" under the "Sending Email From CRM" section. | - Press "Setup" under the "Sending Email From CRM" section. | ||
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| - Select your email account. | - Select your email account. | ||
| - Sign in and Allow permissions. | - Sign in and Allow permissions. | ||
| - | {{:lead_manager:sending_email.png?600|}} | + | |
| + | {{:lead_manager:sending-emails-lead-manager.png?600|}} | ||
| {{:sending_email_step2.png?600|}} | {{:sending_email_step2.png?600|}} | ||
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| To start syncing your emails to leads with the Lead Manager/CRM: | 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. | - 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**. | - If everything connected smoothly, you will get a green message: **RG Email Sync Enabled**. | ||
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| * [[https://gsuite.google.com/|Google GSuite]] | * [[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]] | * [[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. | ||
email_integration.1554240440.txt.gz · Last modified: 2019/04/02 21:27 by chris
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