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Getting Started

Command Center Emailing

  • 5 min read
  • Feature

Setup 

Setting up one or multiple emails is incredibly easy with SalesTitan and you can do this two different ways: 

1. Getting started: using the getting started button on the home page you can navigate to step three which is connecting your email.  From here it is as simple as clicking on the type of email you have and logging in.  It is that simple! 

2. Command center: opening up the start conversation button on any lead will bring you to the command center.  Once you are here you can click on the cog wheel in the top right and click on email settings. After this you will go to manage connected accounts and click on manage connected accounts and login to your associated email directly here.  

Watch this short video a direction on both:

Creating your First Email 

It’s essential to remember that the email address generated for an email to the board is unique and includes your personal API key. Therefore, it should only be shared with people you trust and never publicly to ensure security. Anyone who is a member or guest of your SalesTitan.io account and trusted colleagues outside your budget can use this email address to send emails to boards or items.
  • Email CC

If you’re an account member, you can email any Private, Shareable, or Mainboard you’re a part of. However, you must send the email from the email address linked to your SalesTitan.io account – the same email address you used to join the account.

  • Email BCC

If you have guests on your SalesTitan.io account, they can send an email to any Shareable board they’re a part of. The guest must send the email from the email address linked to their SalesTitan.io guest account.

  • Attaching a file 

Even viewers and colleagues not part of your SalesTitan.io account can send emails to your items or boards using the same email address members use. However, it’s crucial to remember that by sharing this email address with non-members, you allow them to create items and updates in your account. So, it’s essential to be cautious when sharing the email address and only give it to those you trust. 

Watch this video for direction on the above functions: 

For further questions, please visit our Knowledge Center.  To view the Knowledge Center, click the Home Page icon the top right of your page, then select “Support” and make you way to “Help Center” in the bottom left.  If you have additional questions, please feel free to contact our team by selecting the blue “Contact Us” button.