Email in Syncek
What connecting your mailbox does, and what your team can see once the conversation is on the record.
Connect a Gmail mailbox to Syncek and the email you already send and receive is filed against the records it concerns, in both directions. You keep working in your inbox. Connecting sends nothing by itself: Syncek reads and files, and a message leaves only when you send it or at the time you scheduled it for.
Your inbox in Syncek
The Emails area holds your mail with a few CRM-shaped additions:
- Follow up and Waiting, two statuses you set per conversation: one for what is on you, the other for what you are waiting on somebody else for.
- Scheduled and Drafts, for what is written but not gone yet.
- Archived and Templates.
Writing
The composer takes a single To recipient, plus Cc and Bcc, formatting and attachments, and adds:
- Variables that pull values from the record you are writing about. You are warned before sending if one cannot be resolved.
- Schedule send, which you can reschedule or send immediately while it waits.
- Email signature, which adds or swaps a signature of the mailbox you send from. The default one goes into every new email unless you switch that off.
What your team sees
Email filed on a record is visible to the workspace, which is the point: the history should outlive whoever happened to be in the thread. A Blocklist on your account and Protected recipients on the workspace are how you keep an address or a domain out. Deciding which mail should never reach a shared record is a policy question before it is a setting. See Connect Gmail.