Email Settings
Email Settings
Whitelist ClickPoint through Google WorkspaceWhitelist ClickPoint through your Google Workspace administration console
Sending Email through Google WorkspaceConfigure your account to send email through Google Workspace
How to Create an Email Nurture CampaignCreate email nurture campaigns that reach your prospects based on lead status change, time, email open status, or lead imports.
How To Create Email TemplatesEmail templates for your prospects are sent in bulk, via email nurture, or one-off, with tags and notifications for opens or responses.
How To Create Email PermissionsEmail permissions ensure specific branch locations or users have access to certain emails while limiting access to others you select.
How to Create an Email SignatureCreate an email signature to be used in email nurture strategies, bulk email sends, or one-off email delivery to your prospects and leads.
Send Verified Email via Send Grid and SalesExecProtect your Sender Identity and stay in compliance with CAN-SPAM rules and guidelines.
Troubleshooting Email IssuesDiagnose and resolve potential problems with sending emails, checking delivery status, and syncing your email provider account within SalesExec.
How to Create an Email SnippetYou can create Email Snippets (quick responses) to streamline quick communication with leads.