Linking your Email address with FreeAgent CRM allows you to organize your email communications more efficiently in one single place.
It will also enable you to keep track of all the sent and received emails from the 'Activity' section on your leads.
To save you time, here’s a short video we created to guide you through the process or continue reading below for the instructions to link your email with FreeAgent CRM.
Link your Email with FreeAgent CRM
To get started, click your portrait and then click Setup (1) and click the 'Link your Email' (2) card.
This will display a window from which you can select your email provider, either Gmail, Office 365 and IMAP based servers.
Steps to link a Gmail account
Click on 'Pair with Google'; this will take you to the Gmail sign in process. Just enter the email address you would like to link to FreeAgent CRM, then click next.
Enter the password for your email account and click next one more time.
You will then see the list of necessary permissions to link your account. Once you click 'Allow' your email will be connected to FreeAgent CRM.
Congratulations! Your email is now paired with FreeAgent CRM!
Now that you have linked your email with FreeAgent CRM you can:
- Send emails within FreeAgent CRM
- Create Leads from the contacts associated with your email address
- Manage the emails you received from your existing Leads and reply to them
- See your Email logs and track Email Analytics
- Integrate your Calendar