Don't miss out: Claim a free 90-minute CRM Success Workshop now

Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Knowledgebase articles

Authenticating your Mail Sync Profile

Sometimes, the Mail Sync may require a User to authenticate their Email client credentials. If this is the case, a system admin will see the following error on the Mail Sync Configuration database:

To resolve this, the User will need to follow these steps:

 

 

1. Click on your initial or profile photo

 

 

2. Click “Preferences”

 

 

3. Click “Integration”

 

 

4. Click “Mail Sync”

 

 

5. Click “Refresh”

 

 

6. Enter your email credentials

 

 

7. Click “Connect”

 

Was this content useful?