Communications
- 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
- Connecting Your iCloud Email Account with Planning Pod
- Connecting Your Yahoo Email Account with Planning Pod
- Connecting Other Email Accounts with Planning Pod
- Setting Default Email Templates for Notifications
- Archiving Emails
- Best Practices for Email Deliverability with Planning Pod