Connecting your mailbox is the single change that makes the CRM feel worth using. Email between you and a contact appears on their record automatically, so the history is complete without anyone copying anything in.
Connecting
- Open Team Members in your tribe's CRM settings.
- Find yourself in the list and choose Connect Google Account or Connect Microsoft Account.
- Sign in and approve the access your provider asks about.
- The account then shows against your name as linked to this tribe.
If you cannot see yourself in the list, your team member profile is not linked to your login — an administrator can put that right.
What appears, and what does not
| Appears in the CRM | Does not |
|---|---|
| Email to and from people who are contacts in this tribe. | Everything else in your mailbox. |
| On the contact and on their company's roll-up. | Your calendar, your files, your folders. |
A mailbox is linked to a tribe. Someone working two tribes links their account in each, and can see when an account was connected by a colleague rather than themselves.
Disconnecting
Remove the link from the same screen. History already recorded stays on the contacts; nothing new is picked up afterwards.
A CONNECTION CAN LAPSE