Email Integration
Summary
Connecting your Gmail or Microsoft email to the Senegal platform allows you to send and receive emails directly within the CRM, ensuring client communications are automatically stored and tracked. To connect, go to your profile via the system icon, select “Email Sync,” and follow the prompts to link your email account. The process involves verifying your identity through Google or Microsoft and confirming the connection. Once completed, your email will be integrated seamlessly into the platform for enhanced client management.
Transcript
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We’re going to talk about how you can connect your Gmail or Microsoft email to the Senegal platform. This is very valuable if you’re in sales or you’re working with any of your clients in the CRM because it will allow you to send emails directly to your clients and your leads through Senegal. But using your Gmail or your Microsoft email account and then your clients as they respond to you or send you new emails, that information will be stored in the CRM. And the way to connect your email is go over to the system icon on the far right, click on view profile, and this will be your profile. So this is information about you, and you go over to click email sync. And currently I have an email connected here, but you could click in here and it will walk you through the steps. So right now we have it. I could hit remove and now I’m not connected. So now I want to go ahead and hit Connect again. It’ll take me to Google and you’ll walk through the steps. Google will ask you to click certain buttons and confirm that you are who you are and that you want to connect your email to Senegal. And once done, you’ll be connected to the Senegal platform. Okay