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
Sending Email Through Microsoft 365Configure your account to send email through Microsoft 365.
Sync Email to Corporate or Branch AccountsSync Microsoft 365 or Google Workspace email to Corporate and Branch accounts.
How To Create Email Nurture CampaignCreate email nurture campaigns that reach your prospects based on lead status change, time, email open, or lead import.
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 Email SignatureCreate an email signature to be used in email nurture, bulk email sends, or one off email delivery to your prospects and leads.
Send Verified Email via Send Grid and LeadManagerProtect your Sender Identity and stay in compliance with CAN-SPAM rules and guidelines.
Troubleshooting Email IssuesTroubleshooting Email Issues
How to Create an Email SnippetYou can create Email Snippets (quick responses) to streamline quick communication with leads.