Sending messages from Wizard Application keeps the whole conversation with each customer, candidate or company in one place, where your whole team can see it. You can send from your own email address, and text people too.
Before you start
- Communications are on the Standard, Professional and Enterprise plans.
- Emails to people outside your workspace count towards your monthly email allowance, except those sent from a mailbox you have connected. If you need more, you can buy an email pack. Text messages are paid from your wallet.
Connect your own email address
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Open Email Accounts
Open Communications and go to Email Accounts.
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Connect your mailbox
Connect your Google Workspace or Microsoft Outlook account and sign in to allow access. Your password is never stored, and you can revoke access at any time.
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Let it sync
New mail from your inbox is synced into Communications. Select Sync now if you are waiting for something. If you disconnect, mail already synced stays in your inbox.
Send a message
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Start a new message
Start a new message in Communications, or use Send Message on a lead, customer or candidate to write to them directly.
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Choose email or text
Choose email or SMS, then who it is to: a candidate, company, lead or customer, or type an address or number.
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Choose who it is from
Send from your connected email account so replies come back to you, or from your workspace's shared address.
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Write and send
Write your message and send it.
Keep your inbox in order
The inbox shows messages coming in and going out, grouped into conversations. Mark messages as read or unread, reply, and move them into folders of your own, which you can create, rename and reorder. Delete what you no longer need.
Use your own address for replies. Messages sent from your connected account look like any other email from you, and replies land back in your inbox.
For more, see communications.