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New Engagement Model email alert

By | 2018-09-20T13:28:17-04:00 September 20th, 2018|

Whenever a new engagement model is launched on an account, the account owner is notified through their user email. This is done automatically and can not be turned off. If the emails begin to overwhelm your inbox we suggest setting up a rule in your email account settings moving these emails to their own folder before they reach the inbox. Instructions on how to set up rules for your Gmail account :  

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Email Auto Logger

By | 2018-09-25T12:02:10-04:00 August 30th, 2018|

Bolstra’s Email Auto Logger is a simple base module that, when activated by you, connects your Bolstra workspace to your Gmail or Outlook email account.  Authorization is done by the individual user.

How to authorize your email to sync to Bolstra

By | 2018-09-25T12:30:41-04:00 August 29th, 2018|

Once you are logged into Bolstra, from any screen click on the drop-down in the upper right-hand corner of the page and select “My Profile” from the menu. In the ”Email Integration” section, click on the “Authorize Auto Logging” button.  Then follow standard sign-in screens for your email.   **If you do not see the "Authorize" button, contact your Bolstra Customer Success Manager and let them know. If you are a Bolstra administrator you will need to [...]

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