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EMAIL

Learn about email integration and email templates set-up.

  • How to automatically attach email copies to Teamgate?
  • How to automatically attach emails to Teamgate using Gmail? (Smart Bcc/ forwarding)
  • How to automatically attach outgoing email copies using Outlook email program? Automatic CC rule.
  • How to automatically attach incoming email copies to Teamgate using Outlook email program? Email forwarding
  • How to setup Email Sync? (Not for Gmail users)
  • How to setup Email Sync for Gmail users?
  • How to enable Sales Inbox for lower than admin user role?
  • How to use Sales Inbox in Teamgate?
  • Email Signature
  • Change the default logic of how email copies attach to Deals cards
  • How to automatically attach incoming email copies to Teamgate using Office 365?
  • How to attach an email copy to the Lead card?
  • How to create email templates in Teamgate?
  • How to create a password to connect email while using 2-step verification in Gmail?
  • What is an Additional email address?

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