You can use your email communication to build your contact list and to provide a with a single view of all communication across your company with your customers and it serves as a backup for you.
To integrate email we have different options depending on your email hosting setup. This is all accessed under the Personal Settings section of the app.
Email Provider | Instructions |
Gmail / Google Apps | Choose Gmail and insert your email and password. |
Any email provider with IMAP access | Select IMAP when adding a mail account and provide. |
Exchange 2007-2014 with webmail access | Select Exchange when adding a mail account and provide. - Webmail address. - login name. - password. |
Any email provider with POP3 access | Select POP3 when adding a mail account and provide. - IMAP server address and port. - login name. - password. |
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