However, you can tell if Mail Sync was successful with just a glance. There are many moving parts with Mail Sync, so the process might not connect or may otherwise result in error. Use the Mail Sync tool to re-sync as necessary. In addition, once you disable syncing, administrators will see the Your Mail Sync is not configured link eventually appear again in the top toolbar. Once your email sync has been removed, you will need to enter new sync information in order for SMTP and other sync features to be enabled. This means that, if you so choose, you can remove all prior Mail Sync entries from relevant Life of the Lead entries, as well as relevant opportunities. When disabling Mail Sync, you can choose to either keep or remove all previous communication. Refer to Microsoft's external documentation for more information on Office365 accounts. Important: Users of the Legacy SharpSpring Free CRM plan are limited to 100 daily synced emails per user.īe aware that you will need to clear your internet browser's cache or log out of your Microsoft Office365 account before disabling Mail Sync or updating your Mail Sync account information.
Enter your Microsoft Office365 email address and password.Click Mail Sync, located under My Account in the left panel.Click User Menu > Settings in the top toolbar.To sync Office365 accounts with Lead Gen & CRM via Microsoft's authentication process, do the following: As this is Microsoft's main method of authenticating account information, Lead Gen & CRM recommends using this process. You can sync Office365 accounts with Lead Gen & CRM through Microsoft's secure authentication process.
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