Hey, this is Sabrina, lead trainer for Ballen Brands. And I’m going to show you where you can find your emails, once you’ve set up your Gmail in Infusionsoft sync.
Another great Infusionsoft Training from the Team at Ballen Brands.
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Transcript
So, once you’ve done that, any new emails that you send or receive will show up in Infusionsoft. It will not do any old emails, so that’s one thing to keep in mind. So, once you go ahead and start sending and receiving some emails, you’re going to see those in Infusionsoft.
So, here’s a contact record that we sent out emails from. So, if I go ahead and click on the little email option, you see them right here, user, Lori@BallenBrands.com. Those are where they’re coming from. So, if I click on this, it shows the email that I sent, and this was just me testing to make sure that it was working properly.
Okay. So, you can see, it came from Lori@BallenBrands.com and went to Sabrina@BallenBrands.com. So, now, if I go over to Sabrina@BallenBrands.com, and I check the emails here. So, now, you can see, here’s one that I sent that was a test from Sabrina@BallenBrands.com.
We should see them from Lori@BallenBrands, but I think I’ve got quite a few emails since then. But you can see in here, NoReply@Infusionsoft.com, these are emails that I have been getting. Here is one from our team.
So, all of those emails that I’ve gotten in my inbox are now popping into my contact record here. And any emails that I send, like this testing one here, will also show up in the email history.
So, this will be really cool for you to see. Again, a user is who the email came from. So, if you have an email from a client, the email will show that client’s user.
If you have any questions, you can reach us at Team@BallenBrands.com, and thanks for watching.
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