Email

Since this video: Gmail now works for every company, alongside Outlook. Reading your Gmail inbox inside ECHOPS opens after Google's security review; Outlook's inbox works today.

This video shows Email: connecting your own mailbox, the Outlook inbox, your signatures, and finding what the team has sent.

Your mailbox

Under Your mailboxes, click Connect Outlook, and sign in. Connect Gmail works the same way. Each person connects their own. Email you send from ECHOPS goes out from your mailbox and lands in your Sent folder, so replies come back to you. Viewers can't send.

The Outlook inbox

Reading your inbox inside ECHOPS works with Outlook. Click Turn on the inbox, then open the Inbox tab: folders, search, star, archive and trash, and Reply, Reply all or Forward. Nothing in it is kept. Tick Tell me when new email arrives for a notice. Leads and deals then show your emails with that client.

Signatures

Set your signatures in My profile, under Signatures: a full one for new emails, and a short one for replies. Each can be plain text or HTML, and the preview shows how it looks.

Sent email

Below is everything the team sent from ECHOPS. Search subjects, addresses and words, or pick who sent it. Click an email to read it, with From, To, CC, and the lead or deal it's about. BCC stays private to the sender.

From a lead or deal

On a lead or deal, the Email button opens the composer with the address filled in. From a deal, the email is filed on the deal. From a lead, it counts as a follow-up.

Connect your mailbox on day one, so every email you send from a lead or deal goes out from you and lands on its timeline. Next: Estimates.