Most businesses want to communicate easily with their customers. Pronnel helps with this by making emails work better with your Contacts and Leads. It does this by automatically organizing customer information and making your work simpler. With Pronnel's Email feature, you can easily manage your email conversations all in one place, without switching between different tabs.
When you use Pronnel's Email Integration, you can send and get emails directly in Pronnel. If someone replies, it shows up in the same Contact and Lead. You can easily switch between talking to your teammates or emailing people outside Pronnel. Plus, if you get an email in Pronnel, it creates a new contact and Lead on your board. It's all about making things more accessible and more organized!

Supported Email Providers:

Pronnel supports various email providers, including Outlook, Gmail, IMAP, and SMTP.
This tutorial will focus on linking your Outlook account to Pronnel.

Linking Outlook from User Settings:

Prerequisite: Ensure you have a CRM board with a connected contact board.

Start by navigating to Pronnel and clicking on your account avatar in the top right corner.
Select "Edit User Settings" from the dropdown menu.
In the sidebar, click on "Email Settings."
Choose "Sign in with Outlook" and enter your Outlook credentials.

Linking Outlook from a Pronnel Board:

Ensure you have a CRM board with a connected contact board and Email Integration enabled in the board settings.
Go to the board settings of your Pronnel board.
Click on the "Email" option.
Scroll to the "Connect Email" section and select "Sign in with Outlook." Enter your Outlook credentials.

Email Integration Complete:

Once the email integration is complete, Pronnel lets you send and receive emails directly within an item. Replies will be reflected within the same item, providing a centralized location for communication. Furthermore, any email received on Pronnel will automatically create an item on the board.

connected email accounts reflect under email settings

Sending Emails from Items:

With the email integration set up, you can send an email directly from the item itself.

Communication View:

Pronnel enhances your email tracking capabilities with a dedicated Communication View. This view lets you find all related emails within the item, providing a comprehensive overview of communication history.

Troubleshooting:

If you encounter any issues during the setup, double-check your Outlook credentials and ensure that Email Integration is enabled in the board settings. For further assistance, refer to Pronnel's support documentation or contact their customer support team.

Conclusion:

Incorporating Pronnel's Email Integration with Outlook into your workflow enhances communication efficiency. Following this step-by-step guide, you can seamlessly link your Outlook account to Pronnel, enabling you to send, receive, and track emails directly within the platform. Take advantage of this powerful feature to centralize communication, boost productivity, and streamline your collaborative efforts on Pronnel.

FAQ

How does Pronnel enhance email integration with Outlook?

Pronnel allows seamless email integration with Outlook, enabling users to send and receive emails directly within items on the platform. Replies are reflected within the same item for centralized communication.

Can I link my Outlook account to Pronnel from User Settings and a Pronnel Board?

Yes, depending on your preference, you can link your Outlook account to Pronnel either from User Settings or directly from a Pronnel Board.

What are the prerequisites for linking Gmail from a Pronnel Board?

Ensure you have a CRM board with a connected contact board and Email Integration enabled in the board settings before attempting to link your Gmail account from a Pronnel Board.

How do I access Email Settings in Pronnel?

Navigate to Pronnel, click on your account avatar in the top right corner, select "Edit User Settings," and click "Email Settings" in the sidebar.

Can I send emails directly from an item on Pronnel?

Yes, Pronnel enables you to send emails directly from an item, providing a convenient way to communicate without leaving the platform.

What happens when an email is received on Pronnel?

Any email received on Pronnel automatically creates an item on the board, ensuring that communication is seamlessly integrated into your workflow.

Is there a dedicated view for tracking email communication within Pronnel?

Yes, Pronnel offers a Communication View where you can find all related emails within an item, providing a comprehensive overview of your communication history.

What should I do if I encounter issues during the email integration setup?

If you face any issues, double-check your Outlook credentials and ensure that Email Integration is enabled in the board settings. For further assistance, refer to Pronnel's support documentation or contact their customer support team.

How does Pronnel contribute to enhancing overall communication efficiency in a collaborative setting?

Pronnel's Email Integration with Outlook centralizes communication, boosts productivity, and streamlines collaborative efforts by providing a unified platform for sending, receiving, and tracking emails within the context of your work items.