Setting up your ‘Sent Mail’ connection to Outlook/GMAIL from inside Repfabric

This answers the question, “If I write an email inside Repfabric or the mobile app, will I be able to see it in my Outlook or GMAIL?”

Yes.

To set your “Mail,” start from the “Home” screen and click on the global menu and select “E-Mail.”

• Next, to set your Sent Mail:
  • Click on “Settings”
  • Click on “SMTP Settings”
  • Click on “Select”
    

• Setting the “Sent” mail allows Repfabric to pull the mail from the “Sent Items” in Outlook into Repfabric’s email system.
  • Select “Sent” or “Sent Mail” folder from the drop-down menu.
  • Then click “Save”

How Repfabric works with Outlook

Think of the Repfabric email as a “copy store” of Outlook or GMAIL. You can look at the Outlook version and keep that inbox policed, while Repfabric sits in the background downloading everything and matching emails to opportunities.

That means that the “Download All Mail” button just downloads emails from the Inbox. It will not bring in whatever folders you may have created in Outlook to try and keep track of things. It was designed to relieve you from that hassle.

Through the assistance of Repfabric’s AI, after an initial email is identified as an opportunity, all subsequent emails referencing that opp will become automatically linked in Repfabric as a thread, thereby providing easy retrieval and relieving you from the busy work of trying to keep things organized.