Managing Email

• Connecting to a Google Mail account

  Prerequisite: You need to enable IMAP access in GMail. You can do this by: Opening Gmail  Choose Settings wheel on top right (next to your profile picture, typically)  Go to the "Forwarding and POP/IMAP" tab  Select Enable IMAP  Save Changes To Start: Choose the Inbox icon on the left menu C...

• Connecting to a Microsoft 365 (Office365, Outlook.com) Email account

  ------------- Organizations on Microsoft 365: Prerequisite for Microsoft 365 users *(not required for outlook.com users):* It is required that an administrator for Microsoft 365 allows your users to access email via IMAP and SMTP Authorize IMAP and SMTP connections: 1. Go to   https://admin.mi...

• How the Email Integration works

  Client Hub is a two-way sync with your email system's inbox. Our email integration is not designed to replace your primary inbox but to allow you to take actions in Client Hub for emails related to your clients, such as: * Share the email in an Internal Workspace for your team to access (clients...

• Key Actions with Email in Client Hub

  There are 3 key actions that you can take on Email threads in Client Hub.  Here are the effects of these actions: Mark as Done This will remove the email from the email list in the inbox  It will remain in the email panels of any internal workspaces that the email is associated with In Google, t...