Overview

...

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. 

Image Removed

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

Image Added

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:

Image Added

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. 

...

• Navigate to Personal Settings
  Image RemovedImage 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 
  

...

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

Image RemovedImage Added

You can also edit your personal account settings.

...

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

...