Emails are an essential piece of tracking activities and understanding deal velocity. With Weflow, logging emails is easier than ever before.
1. Go to your 'Account Settings' in Weflow
- Click on your avatar icon
- Select Account Settings
- Next, pick 'Email' from the list on the left side
Open up the 'Account Settings'
Select the 'Email' section in your account settings
2. Connect your Outlook/Microsoft Account to Weflow
- Click on the 'Sign in with Microsoft' button
- Select the email account you want to connect
- Accept the permissions (we only ask for what is required)
Good to know: Weflow has successfully been audited by Microsoft and passed all security and privacy checks.
3. Configure your settings
- Make sure to configure all settings based on your specific needs
- For the Outlook/Microsoft logging to work, you need to activate background logging
- Without background logging, no emails will be logged to Salesforce