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. 

Open

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:

Open

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. 

Open

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.

Open

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

Open

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

• 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 

Use the Connect button as your default. Use the Connect (Advanced) option only if you do not see the right email provider to authenticate with for some reason.

Open

Similarly, if you're already connected and need to reauthenticate, use the Re-Authenticate (Advanced) option only if the standard Authenticate option doesn't show you the correct email provider.

Open

Use the “Resync” button to re-initiate the email sync based on your original settings when you initially connected your email account. The Resync option is useful if you notice any missing data after reauthenticating your email.

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.