Full Email Sync Follow

Topics Covered:

• Google Email Configuration
• Microsoft Email Configuration
• Set Default Outbound Emails
• Disable Sync
• Stop Sync
• Email Threading Order

To set up your full email sync or change your email settings:

• Navigate to the Profile icon on the top right corner
• Select Go to my account 

• Head over to Email Settings and choose Full Email Sync

OR

• Navigate to your Email icon on the Left Menu Bar 
• Go to Email Settings at bottom left

• Head over to Full Email Sync
• Start by selecting the type of email account you would like to sync.
• Folder listing will be initiated and syncing will start automatically.

You can also set your Delete & Archive options:

• Delete emails from Salesmate when deleted from my Mailbox
• Delete emails from my Mailbox when deleted from Salesmate
• Archive emails from Salesmate when archived from my Mailbox
• Archive emails from my Mailbox when archived from Salesmate

Google Email Configuration:

• To configure a Google Email account for full email sync, select Google as your email provider.

• After selecting Google as the email provider, select the account you would want to configure for full email sync.

Microsoft Email Configuration:

• To configure a Microsoft/Office 365 Email account for full sync, select Office 365 or Exchange Office as your email provider.
• You can configure your Online Microsoft Email and Online business account for full email synchronization from here.

• After selecting Office 365 as the email provider, select the account you would want to configure for full email sync.
• You can configure your Self hosted Microsoft Email account for full email synchronization from here.

• You can also select Exchange self-hosted as an email provider.

• Salesmate will also auto-log any email that appears in your Sent items, even if it was sent from Gmail or your mobile phone, and emails sent from Salesmate will automatically appear in your Sent items.
• By connecting your email account with Salesmate, you can send emails within Salesmate or continue using your current email client.
• Setup is extremely easy, and Salesmate will begin to automatically track email conversations with any contacts you have in your organization.
• You can choose to sync all folders or selected folders while you set up the sync.
• When sending emails through your current email client (e.g.: Outlook, Apple Mail, Gmail, Thunderbird, etc.) there's no need to BCC Salesmate. The email conversations will automatically show up in the timeline entries for any contact, activity, or deal that you have the recipient's email address.
• Salesmate only fetches 60-day-old emails to start with. Emails older than 60 days will not be fetched inside. Any new emails coming from today will be auto-pushed to Salesmate.

Set Default Outbound Emails

Users can select the default email address if they have connected to more than one email address in Salesmate using Full Email sync or Outbound Emails (SMTP) while composing an email.

• Under Email Settings > Go to SMTP & BCC Tab
• Under the Connect Email Address List hit the "Mark Default" button to select the default email address for outbound emails.

• While Composing the Email, users will now get the default selection with the ability to switch the required email too

Disable Sync:

You can choose to temporarily stop your full sync email account to sync. Just hit the Disable button to stop syncing your email account.

Stop Sync:

You can choose to remove your account and stop syncing your emails. Hit the Disconnect button to permanently remove your email account and stop synchronization.

To sum it all up full email sync includes:

• Your Live Email Inbox (Real-time sync with your mailbox thus allowing you to view your sent and received emails)
• Selective sync ( Choose folders you wish to sync )
• Notifies for all received emails
• Send emails within the app (new, reply, forward, Cc, Bcc)
• Allows using Email Templates
• Allows Email attachments
• Works with Email SMTP of your choice

Email Threading Order

Users can choose their preference for the order of new emails coming in an email thread i.e. whether they should come on to the top or at the bottom under the Email thread

• Under Email Settings >> Go to EMAIL PREFERENCES Tab
• Under Email Visibility, Select your preference
• Once selected, the preference will get auto-saved 

• Once the order preference has been updated, it will then update the email thread order in both Salesmate's personal inbox and the Team Inbox
• It's a User level preference that means, each user will be able to set their individual preference.