How to enable Google Email Two-Way Sync Print What is Email Two way sync? Users can connect their personal Gmail or Outlook email accounts and sync outgoing & incoming emails between the CRM and their personal Gmail or Outlook accounts. Users can use their email accounts…
How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook or Gmail), the Outlook or Gmail email ID will be considered the sender domain for the emails the user sends for individual emails. Bulk Email: If the…
Update Email: This helps users change their connected email ID to another without disconnecting the previous connection. New outbound emails from the CRM will start syncing with the newly added email address. Upcoming messages in the previously connected email ID (same thread) will stop syncing between…
Jon Jordan asked us, “Should we authenticate our domain in SendGrid? I have single users authenticated but not the domain DNS.” “No need, you can just add senders, verify them, and use them as senders on all of your emails going out.”
Kevin Mason asked us, “Trying to import some leads from a .csv. My .csv has a “county” field that I’d like to import but I don’t see a “county” field in the drop-down to map to. How do I add “county” as a field to…
Deb Spaulding asked us, “I’m new to Agent CRM and have a question regarding sending out texts to contacts thru the CRM… is there a way to do it and it comes from my actual cell phone number?” “In order to begin sending text messages…
Greg Crawford asked us, “Is the 2-way email response direct to Gmail upgrade in effect yet?” “It will be live soon! We’ll make an announcement when it’s up. We’ll have two-way sync live in Gmail and Outlook! “
In the real estate industry, customer relationship management (CRM) systems have become essential tools for managing customer interactions and sales processes. A real estate CRM can help agents and brokers streamline their business operations and maximize their productivity. However, not all CRM systems are created…
Justan Pavone asked us, “When sending out SMS I have 3 numbers 1 for each state. How do I select which phone number to send the SMS from?” “You can assign your phone numbers to a different user in order to use your desired phone…