Liscio Email Integration (Outlook and Gmail)
Email is meant to aid client adoption, making it easier for you to receive information from the client how they wish to communicate - while having it in a secure platform alongside files, tasks, esignatures and more!
- Stay Focused
- We prioritize emails that are pulled in so firms can focus on the email from or about their clients.
- Outlook will only sync from the Focused inbox and Gmail will only sync from the Primary inbox.
- Emails in Outlook's "Other" inbox won't appear in Liscio.
- Emails from Gmail's Social, and Promotional inbox won't appear in Liscio.
- Emails filtered or moved to other folders, like Spam or Junk, will not appear in Liscio.
- Get a Clear View
- Convert an email into a Liscio task for someone on the team, yourself, or a client. See task status without sifting through emails or having to "circle back".
- Everything in One Place
- Emails will automatically be associated with the Contact and Account.
- Pro-tip: Add all email addresses a client uses under their contact record to have all emails pulled in.
- Visibility for the Entire Firm
- End the CC and CC chaos, being looped in an email thread for "visibility". View emails associated with Accounts.
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