Each agent connects their own Gmail or Outlook. After that, email between you and anyone in the CRM shows on their timeline, email you send from the CRM goes out from your real address and sits in your Sent folder, and appointments sync both ways with your calendar. Email with people who aren’t in the CRM is never read past the addresses and never stored.
Open your profile
Press your name in the corner, then Your profile, and find Your email & calendar.
Connect Google or Microsoft
Pick Gmail or Outlook and sign in. Allow email and calendar access.
Check it works
Send yourself a test from a person’s page. It should arrive from your own address. New mail shows up within a couple of minutes.
Questions
What happens to events already on my calendar?
They show as busy time on the CRM calendar, and booking over them is flagged. An event with someone in the CRM as a guest becomes an appointment on that person.
Can I disconnect?
Yes, from the same place. Email already on timelines stays.