By linking your email to Livespace, you can keep all your client communication in one place and send messages directly from the CRM. Any synced messages will be connected to the right contacts and deals.
From this article you will learn:
How to connect your email box?
To connect your email inbox to Livespace, go to Profile Settings, then select the Email Accounts tab.
If you use Gmail, you can find the configuration instructions here: Gmail Integration.
For Microsoft Exchange/Outlook users, follow these steps: Connecting an Outlook email account.
If you have an email account from a different provider, select Add IMAP Account:
IMAP Account Configuration
To add an email account using IMAP (please note that only IMAP servers are supported), fill out the editing form that will appear when you choose the option Add IMAP Account:
2. In the Server information section, complete the following:
Login - enter your full email address.
Password - fill in the password you use to log in to the email account.
IMAP server address - enter the server address where your email inbox is located (you can get this information from your mail provider or your company's IT department).
Security protocol - choose SSL or TLS (you can get this information from your mail provider or your company's IT department).
Port - enter the port number (you can get this information from your mail provider or your company's IT department).
Email account integration settings
Each email account has its own additional settings that allow you to manage the synchronization and visibility of emails in Livespace.
In the case of an IMAP account, you can fill in the data when adding an email account. For other accounts, you can do this by editing the e-mail account in the Profile Settings -> Email Accounts or Account Settings -> Email Accounts tab:
Allow to send messages from this account
Check if you want to send messages from this email account via Livespace. Messages sent from Livespace will appear in your outbox.
When sending instant messages, Livespace uses an external provider and places messages in the user's inbox, in the sent messages folder.
Additional information
Account owner. Specify the owner of the email box being added. This is the user to whom messages will be assigned.
Synchronize. Choose which messages to sync and save in Livespace.
Important! In the old email integration, Livespace only synchronizes emails that are in the mailbox in the main folders, i.e. Inbox/Received and Sent. If messages are moved to subfolders, they will not appear in Livespace. If you do not know which integration you are using, write to us.
Message Visibility
On the Wall. This visibility refers to messages visible on Contacts' profiles. Set whether messages on the wall should be visible to everyone, to the owner of the mail account and managers, or only to the owner of the mail account.
On e-mail list. This option defines who can see all messages assigned to this email account, regardless of whether they are assigned to a Contact or not. Decide whether the messages should be available only to the owner of the email account or to a specific team.
The e-mail list is available here:
Show on dashboard. This will make emails that are assigned to contacts visible on the dashboard.
Remember to save your changes after each edit using the Save button.
See also: