Send, log, and track emails using oAuth or IMAP to integrate email information into GleanView. This will be one of the first integrations for an Administrator to setup. Adding in the required email tracking information will provide Users the capability of having emails logged in the History tabs of Accounts and Contacts making it easy to refer back to prior conversations over the lifetime of an Account. To do so click on Email under the Integrations tab in Company Settings.
Depending on whether or not Admin wants Users to have the ability to Log and/or Send Emails, Enabled must be selected for either to work. The Default Email Provider will then be chosen from the drop down.
Click Add Email Provider to fill in the required fields generated and provide any and all information that is requested from the fields. Please note, forms may vary based on selected email providers.
Exchange User Setup
When using an Exchange Server an additional step to type in the Exchange Server Domain is required.