Help / Your firm and team

How do I connect our mailbox?

Connecting your own Microsoft 365 or Gmail mailbox is coming. Once it is connected and we have confirmed it is yours, emails are matched to clients and you can reply from the platform. The inbox is part of Professional and Agency.

More on your firm and team

• What can each role do?
• How do I add someone to my team?
• Can I see who changed what?
• How do alerts work?
• How do I set our letter wording?

Not answered here? Contact us.