Overview
This guide helps you identify and resolve potential email-related issues in SalesExec, such as failed sends and account sync problems. Understanding email statuses and knowing where to verify sync settings are key to maintaining reliable email communication with your leads.
Key Features
Email Status Dashboard: View real-time success/failure counts when sending emails from the composer.
Email History Verification: Check the lead's profile to confirm an email was sent and view its status.
Provider Sync Management: Authenticate and manage connections to Google Workspace or Microsoft 365 for sending email (temporarily disabled).
SendGrid Authentication: Ensure your "From" email address is verified for delivery.
How to Verify Email Status
Check Sending Progress & History
After clicking send, a status bar appears at the bottom of the email composer showing Success and Failure counts.
If the progress bar is stalled, close the composer—emails will continue sending in the background.
To definitively confirm a send, open the lead's profile and navigate to the Emails tab.
Look for your email in the history. A Sent status confirms delivery; its absence indicates a failure.
How to Troubleshoot Email Sync
Reminder: The email sync feature is currently undergoing maintenance. Please do not attempt to re-authenticate an existing connection, as this will break it. The following steps are for informational purposes only.
Verify and Authenticate Connection
Navigate to More > My Account > Setup Email Sync.
Under Email Sync Settings, select your email provider (Microsoft 365 or Google Workspace).
If the account is not connected, an Authenticate button will be visible. Note: See the Important Notice above.
Clicking Authenticate will prompt you to log into your provider account.
Upon successful login, a confirmation message will appear at the top of the screen.
SendGrid Authentication
Ensure your email has been authenticated. You can find more information on how to authenticate your email in this article.
Best Practices
Monitor the send status bar before closing the email composer to catch immediate failures.
Routinely check the Emails tab on lead profiles to audit your sent communication.
Ensure SendGrid authentication is completed for any email address used to send from SalesExec to improve deliverability.
Contact your admin for sync issues instead of attempting to re-authenticate yourself.
Troubleshooting
Email does not appear in the lead's Email History tab
The email failed to send. Check your internet connection and try again.
Verify that your email provider account (Google Workspace/Microsoft 365) is correctly synced in My Account. (Contact an admin for help).Email sync is failing or not working
Do not click "Authenticate" on an already connected account. Contact your system administrator.
For new accounts, note that initial sync is currently paused. Administrator intervention is required."Authenticate" button does nothing or fails
This may be due to the system-wide pause on new integrations. An administrator must configure the connection.Emails are marked as sent but not received by the lead
Check the lead's email address for typos.
Verify your SendGrid authentication is complete for the "From" address you are using.
The email may be in the recipient's spam folder.