TRANXACT.AI Training

Mailbox Connections

Your Microsoft 365 or Google mailbox and calendar, logged into CRM as emails and meetings against the people and companies they involve. Nothing is read until you opt in; you choose what is kept.

11 steps · 1 questions · about 6 minutes

Read the reference page for this screen

Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.

← Back to Inbox & Calendar