CRM › Inbox & Calendar
Mailbox Connections
Your Microsoft 365 or Google mailbox and calendar, logged into CRM as emails and meetings against the people and companies they involve. Nothing is read until you opt in; you choose what is kept.
Where to find it
- Module: CRM
- Group: Service & Engagement
- Section: Inbox & Calendar
- Screen: Mailbox Connections
Address in the console: /crm/mailbox-connections
Workspace · 0 columns
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.