Start with connecting your email to CRM to have all conversation with your leads tracked or even transform all your inbound contacts into leads!
In your Admin Panel find button named CRM, click CRM config, find IMAP in the Config check-list:
Then on top of the config menu click "Inbound Emails config". There you will need to fill out the following fields:
Email service name: - any name, for example, Email Samba
Lead owner: - your user account
Host: - For Gmail: imap.gmail.com, for Micforsoft: outlook.office365.com
Login: - your email address
SSL: - select SSL or TLS from the drop-down (based on your email provider requirements).
For connecting your Microsoft Account follow this Instruction
When you start connecting your Gmail Account, ensure that 2-factor Authentification is on.
Search App Password, then add in the drop-down a new service and hit "Generate"
Then, Google will quickly generate the password for you:
Also, make sure in your Google account settings IMAP is enabled:
There is a feature called "Process all inbound emails as leads" checkbox will transform all your contacts into leads in your CRM. If you don't want this to happen, just keep this box unchecked and hit Add