Emails

Email Integration Overview
Magnetic needs to integrate into your email to function properly.  We use your email communication to build your contact list and to provide you with a ...
Thu, 30 Sep, 2021 at 9:57 AM
How do email permissions work?
There a few different options to manage email permissions and it depends if you want to follow a closed or open email policy in terms of visibility within t...
Thu, 30 Sep, 2021 at 9:58 AM
How to sync your emails to Magnetic
Magnetic allows you a couple of options to sync email into the Magnetic platform and save them against contacts, companies, opportunities, and jobs. Yo...
Thu, 30 Sep, 2021 at 10:04 AM
Configure email syncing with POP3 or IMAP
To copy incoming mail to Magnetic, we will setup a POP3 listener on your mail account. This will not delete messages off the server so you can continue to r...
Thu, 30 Sep, 2021 at 10:07 AM
Configure email sycing with Exchange
To copy incoming mail to Magnetic, we will setup a Exchange listener on your mail account. This will not delete messages off the server so you can continue ...
Thu, 30 Sep, 2021 at 10:09 AM
Managing bulk email marketing
Magnetic allows you to export a contact list to an email marketing platform, from where you setup up your email templates and send your emails. If users un...
Thu, 30 Sep, 2021 at 10:20 AM
Link emails to opportunities/jobs
How to link emails to opportunity/jobs If you want to link email to a specific opportunity or job then this must be done explicitly. There isn't a...
Thu, 30 Sep, 2021 at 10:46 AM