Everything tagged Inbox
5 articles across the Help Center.
How do I connect my email inbox to Visualist? Open Business Center from the rail, select Connected apps, select Connect Google, and keep the Gmail switch on. Your Gmail then works on the Emails page and in each Hub's Messages tab, and stays in sync with Gmail. You can connect Google on every plan. Using Gmail in Messages needs the Core plan or the Growth plan. Messages and email
How do I send and reply to a client by email? Open the Emails page (press ⌘K and type Emails) or a Hub's Messages tab, select Compose to start an email, or open a thread to reply, reply all, or forward. You need Gmail connected and the Core plan or the Growth plan. Messages and email
How do I use the Emails page? Press ⌘K and type Emails, or open Business Center, select Toolkit, find Messages, and select Open. The Emails page has Inbox, Drafts, Scheduled, Sent, Archive, and Bin for your connected Gmail. To keep an email with a project, use Add to Hub or the Hub's Messages tab. Needs the Core plan or the Growth plan. Messages and email
How do I save and use email drafts? Start an email, then close the compose window and check for Saved as draft. Find drafts in the Drafts tab on the Emails page or in a Hub's Messages tab. Drafts sync both ways with Gmail Drafts. Needs Gmail connected and the Core plan or the Growth plan. Messages and email
How do I schedule an email to send later? While composing an email, choose Schedule, set a future date and time, then select Send. In Scheduled, you can edit the message or cancel it from its context menu. Messages and email