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