Overview

With Two-Way Email Sync, sales people can send emails to Prospects from within Lead Liaison from their own email inbox. Because we connect directly to their inbox, sales people can also see their historical messages to the Prospect, when the Prospect has read the message, and the Prospect's replies. Lead Liaison can sync emails from almost any service, including Google, Yahoo, Outlook, and Apple Mail. This article details setting up users, creating email Templates and Snippets, and sending and scheduling emails. 

Getting Started

Before you set up your user accounts, make sure that you have Lead Liaison configured for your organization. To find your email sync settings, navigate to Settings > App Setup > Email > Sales Enablement. 

Whitelisting (for Accounts using G-Suite)

If you're using Google Services for email (Gmail / G-Suite) then you must whitelist Lead Liaison as an app within your G-Suite account. Follow the video and/or written instructions below to whitelist Lead Liaison's app:

Instructions:

1. Click Step 2 of Google's whitelist instructions.
2. Go to G-Suite Admin Console.
3. Go to Security > API Permissions.
4. At the bottom of the list of apps, click the Trusted Apps link.
5. Click the Whitelist an App plus symbol.
6. Select Web applications.
7. Enter the OAuth2 Client ID: 745383167844-2n34daua2cggaa5d0mjfdk2drloh936u.apps.googleusercontent.com

Failure to whitelist Lead Liaison will result in a warning prompt as shown below when users try to connect their email account. 

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If users continue to see this message after you have followed the Whitelisting guide, please contact support@leadliaison.com. 

Excluded Domains

You can exclude domains from Two-Way Email Sync, keeping emails to or from those domains from being shown in the Prospect Profile. By default, Lead Liaison will exclude your organization's domain. 

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Use the box to enter domains you would like to exclude. Enter each domain on a new line. Use any of the following formats to exclude a domain:

• domain.com
• @domain.com
• name@domain.com

Once you have entered your excluded domains, click the orange Save button. 

Excluded domains appear beneath the box. Edit a domain by clicking on its text, or use the trash can icon to the right to delete the domain. Once you delete a domain, the system will sync emails from prospects with that domain. 

Email Accounts

Use the Email Accounts box to view synced email accounts. The box will show the synced user, their email address, and the date they were added. Access the drop-down action menu to the right by hovering over the account. From the menu, you can disconnect a synced account.

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Security Profiles

You can control the user's level of access through their Security Profile. To make changes to Security Profiles

• Navigate to Settings > Users > Security Profiles
• Click the Edit button to the right of the appropriate profile. 
• Scroll down to Sales Enablement
• Check the boxes to grant permissions
  OR
• Uncheck the boxes to remove permissions

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Managing Email Accounts

Email accounts are managed at the individual-user level. This is to protect the user's personal email password. Users can add their account and manage their account's settings in the 3rd Party tab of the Personal Settings menu. 

Account Activation

To activate a Two-Way Sync Email account, you will need the user to log in to Lead Liaison. They will need their email client's username and password. You will also need to make sure your Lead Liaison account has a Sales Enablement license for each user you would like to sync. To add more licenses, contact your Lead Liaison representative. 

To activate an email account

• Navigate to Personal Settings
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• Click the 3rd Party tab
• Enter your email address in the Email Account box
• Click Connect
• Follow your email provider's instructions to grant Lead Liaison access to your account 
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Known Supported Providers

Lead Liaison supports a variety of providers for Two-Way Sync Email accounts. Below is a list of known supported providers, though other providers are supported as well.

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Even if you don't see your provider, we can still sync to most services using custom syncing via generic IMAP. If you have any issues setting up your account, contact support@leadliaison.com.

Email Account Settings

Once you have connected your email account, you can edit your personal account settings. 

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• Undo Send – when this option is enabled, you will have a set amount of time to cancel an email after you hit the Send button before it is sent to the Prospect
• Privacy Setting – when this option is enabled, emails from this account can be marked private; private email chains are only viewable by the account user and users with the appropriate Security Profile permissions
• Re-Authenticate – re-authenitcate the account with your email provider; required periodically by some providers

Switching Email Accounts

If for some reason you need to switch one email account to another (Account A to Account B)

Overview

With Two-Way Email Sync, sales people can send emails to Prospects from within Lead Liaison from their own email inbox. Because we connect directly to their inbox, sales people can also see their historical messages to the Prospect, when the Prospect has read the message, and the Prospect's replies. Lead Liaison can sync emails from almost any service, including Google, Yahoo, Outlook, and Apple Mail. This article details setting up users, creating email Templates and Snippets, and sending and scheduling emails. 

Getting Started

Before you set up your user accounts, make sure that you have Lead Liaison configured for your organization. To find your email sync settings, navigate to Settings > App Setup > Email > Sales Enablement. 

Whitelisting (for Accounts using G-Suite)

If you're using Google Services for email (Gmail / G-Suite) then you must whitelist Lead Liaison as an app within your G-Suite account. Follow the video and/or written instructions below to whitelist Lead Liaison's app:

Instructions:

1. Click Step 2 of Google's whitelist instructions.
2. Go to G-Suite Admin Console.
3. Go to Security > API Permissions.
4. At the bottom of the list of apps, click the Trusted Apps link.
5. Click the Whitelist an App plus symbol.
6. Select Web applications.
7. Enter the OAuth2 Client ID: 745383167844-2n34daua2cggaa5d0mjfdk2drloh936u.apps.googleusercontent.com

Failure to whitelist Lead Liaison will result in a warning prompt as shown below when users try to connect their email account. 

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If users continue to see this message after you have followed the Whitelisting guide, please contact support@leadliaison.com.

Microsoft Office 365 Admin Approval

While authenticating, your account may return the following response from Microsoft:

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This prompt occurs because of the account's security settings from the mail administrator. To resolve this, an Administrator needs to configure user consent settings in Outlook.

Information provided in these resources would help:

Managing user consent to apps in Microsoft 365

Microsoft Office 365 Admin Approval

Excluded Domains

You can exclude domains from Two-Way Email Sync, keeping emails to or from those domains from being shown in the Prospect Profile. By default, Lead Liaison will exclude your organization's domain. 

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Use the box to enter domains you would like to exclude. Enter each domain on a new line. Use any of the following formats to exclude a domain:

• domain.com
• @domain.com
• name@domain.com

Once you have entered your excluded domains, click the orange Save button. 

Excluded domains appear beneath the box. Edit a domain by clicking on its text, or use the trash can icon to the right to delete the domain. Once you delete a domain, the system will sync emails from prospects with that domain. 

Email Accounts

Use the Email Accounts box to view synced email accounts. The box will show the synced user, their email address, and the date they were added.

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Security Profiles

You can control the user's level of access through their Security Profile. To make changes to Security Profiles

• Navigate to Settings > Users > Security Profiles
• Click the Edit button to the right of the appropriate profile. 
• Scroll down to Sales Enablement
• Check the boxes to grant permissions
  OR
• Uncheck the boxes to remove permissions

Image Added

Managing Email Accounts

Email accounts are managed at the individual-user level. This is to protect the user's personal email password. Users can add their account and manage their account's settings in the 3rd Party tab of the Personal Settings menu. 

Account Activation

To activate a Two-Way Sync Email account, you will need the user to log in to Lead Liaison. They will need their email client's username and password. You will also need to make sure your Lead Liaison account has a Sales Enablement license for each user you would like to sync. To add more licenses, contact your Lead Liaison representative. 

To activate an email account

• Navigate to Personal Settings
  Image Added
• Click the 3rd Party tab
• Enter your email address in the Email Account box
• Click Connect
• Follow your email provider's instructions to grant Lead Liaison access to your account 
  Image Added

Known Supported Providers

Lead Liaison supports a variety of providers for Two-Way Sync Email accounts. Below is a list of known supported providers, though other providers are supported as well.

Even if you don't see your provider, we can still sync to most services using custom syncing via generic IMAP. If you have any issues setting up your account, contact support@leadliaison.com.

Email Account Settings

Once you have connected your email account, you can choose the time period you want the system to start syncing from:

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You can also edit your personal account settings.

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• Undo Send – when this option is enabled, you will have a set amount of time to cancel an email after you hit the Send button before it is sent to the Prospect
• Privacy Setting – when this option is enabled, emails from this account can be marked private; private email chains are only viewable by the account user and users with the appropriate Security Profile permissions
• Re-Authenticate – re-authenitcate the account with your email provider; required periodically by some providers

Email aliases

If you have an alias on your email account, you can add it as another sender in Lead Liaison. To add our alias, navigate to Personal Settings > 3rd Party and scroll down to sender info. You can add/remove aliases from this menu and use the star icon to set your default.

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To swap emails when sending, use the drop-down menu in to From: field.

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Removing Email Accounts

If for some reason you need to remove an email account, make a request with your Lead Liaison Representative to disconnect your email account by opening a support ticket. This cannot be done by you from the Admin Panel, it must be done by Lead Liaison Support from the backend system.

Once the disconnect is complete, connect the new email account from the 3rd party settings page of the new user by following the steps below:

• Navigate to Personal Settings

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• Click the 3rd Party tab
• Follow the Account Activation steps as shown in the section above

Reviewing Connected Accounts

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• Navigate to Personal Settings
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• Click the Personal tab
• Scroll down to the Signatures box
• Click the green New button

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