Welcome aboard! Weâre excited to have you here. Letâs get you set up quickly by connecting your email and LinkedIn accounts.
đStep 1: Connect Your Email Account
Go to Settings â Connected Accounts.
On the Email Tab â Click âConnect Inbox.â
Choose your email provider (e.g., Google, Microsoft, or SMTP/IMAP).
If you're connecting a Google account, follow the on-screen prompts to authorize and connect your inbox.
You can connect multiple inboxes to Salesgear and manage them all in one place.
đ Related Article: How to connect a SMTP/IMAP email account?
đStep 2: Connect Your LinkedIn Account
Go to the LinkedIn Tab in Connected Accounts.
Click âConnect Accountâ and then âConnect with LinkedIn.â
Make sure youâre logged into LinkedIn in your browser. Salesgear will detect your account and prompt you to confirm.
Click âConnectâ to complete the setup.
All Set!
Once connected, you can manage emails, LinkedIn connection requests, and messages directly within Salesgearâno need to switch between tabs!