Skip to main content
Help Center Help Center home page Help Center
Submit a request
Sign in
  1. Help Center
  2. Communications & Collaboration Tools
  3. Communications

Communications

  • Understanding the "Email Communication Setup" Settings
  • Troubleshooting Common Email Challenges in your Planning Pod Account
  • Assigning & Labeling Contacts to Leads/Events
  • Privacy Settings in Email Communication Setup
  • The Action Button within your Communications Inbox
  • Using the "Clear from Inbox" action within the Communication tab
  • Creating Email Drafts within the Communication tab
  • Emailing a BEO from the Communications Tool
  • Overview - How Does the Communications Tool Work
  • Using the Communications Dashboard
  • Composing and Sending an Email Message
  • Managing/Replying to Emails
  • Using/Managing Attachments in Emails
  • Linking/Unlinking Emails to Events and Leads
  • Managing Emails in Batches with Checkboxes
  • Managing Communications in Events and Leads
  • Using Email Communications Within Other Tools
  • Emailing a Proposal, Invoice or Contract from the Communications Tool
  • Customizing Default Email Messages
  • Setting Up Your Email Address in Planning Pod
  • Connecting your Google Email Account to Planning Pod
  • Connecting Your Outlook Email Account to Planning Pod
  • Setting Default Email Templates for Notifications
  • Archiving Emails
  • Best Practices for Email Deliverability with Planning Pod
Help Center