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- Click the 3rd Party tab
- Follow the Account Activation steps as shown in the section above
Reviewing Connected Accounts
Administrators can review current and former connected accounts from the admin panel. To access the list,
- Navigate to Settings > App Setup > Email
- Click the Sales Enablement tab
- Scroll down to Email Accounts
From here, you can see the user, the email address connected, the date they were added, and their status. The table below explains each status.
| Status | Definition | Action Required |
|---|---|---|
| Active | User is connected and ready to email | None |
| Stopped | User is connected but Lead Liaison is no longer able to access their account. Typically due to a password change. | The must re-authenticate using current credentials. |
| User Deleted | User's email account was disconnected from Lead Liaison | The user will need to add their email again. |
Managing Signatures
Users can create multiple signatures to use in outbound emails. This is perfect for users who wear multiple hats and may want to approach different types of emails in different ways. For example, a user might use one signature when prospecting, and another signature for existing clients.
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