Set up Email Capture so emails sent to or from your leads and franchisees are automatically saved to their Message History in FranConnect, and control who can see them.
You need admin access to Options › Integrator in FranConnect and admin rights on the Gmail or Microsoft mailbox you want to forward from. Email Capture must be configured in both FranConnect and your email provider.
Step-by-Step Instructions
Follow these steps to configure Email Capture in FranConnect
Open Email Capture settings
Click your name in the top-right corner, select Options, open the Integrator tab and choose Email Integrations.
Configure the mail server and accessibility
Click Manage Accessibility, then for each module (Sales, Info Manager) enter the authentication method, POP server and capture email address, and set Accessibility to Public to All Users or Role Based.
Microsoft accounts also need the Directory (tenant) ID, Application (client) ID and Secret ID. Role-based visibility applies to Sales and Info Manager only; for CRM, configure capture under Admin › Email Capture and standard CRM record access applies.
Forward emails from Gmail
In Gmail, open Settings › See all settings › Forwarding and POP/IMAP and forward a copy of incoming mail to your capture address.
Forward emails from Microsoft Outlook
In Outlook, open Settings › Mail › Forwarding, tick Enable forwarding and enter your capture address.
Allow a few minutes for the first sync. Captured emails then appear in the record's Message History. For multi-unit owners sharing one mailbox, add the Unit ID in brackets in the subject line, e.g. Renewal paperwork [1002], so the email maps to the right location.
Change the visibility of a captured email
Open the record's Messages tab, use the ⋮ menu (or select several emails) and click Manage Accessibility, then choose Public, Private to me or Role Based and Save.
Visibility changes apply immediately; an accessibility icon on each email shows its current setting.