Jeff Suneson

Amplify will send emails via your email addressTo compose a new email selectSelect who you would like to send the email to. You can also CC/BCC a contact.Subject of the email Message – This is wher...

Once synchronised you will start to see your emails appearing in amplifySearch through your inboxIf Amplify does not recognise the email address, you can add the email by selecting the + symbol*The...

Successful Authentication & ConnectionOnce you have been authenticated you will receive an email to notify you of the Amplify connection to your email accountTo prevent disabling this connection, p...

Click the “Advanced settings” linkAn additional set of form fields will appear below the login formUsing Microsoft emails linked to an MS Exchange serverIf the account's Exchange username is differ...

The Amplify system uses a partner service known as “Nylas” to manage the email Connectivity and Authentication.Information on this service is available at www.nylas.com and www.nylas.com/products/e...

Once connections have been saved, the related records will list those emails in the “emails” tab.Each relevant record has a unique email address to which you can forward directly to assign directly...

Select the campaign – it will auto populate depending on which campaign you selected on the previous page.Select the campaign stage for the company.Assign it to a user/team member.Add a follow up (...

Search for company or add a new company using the ‘+’ buttonAdd contact nameAdd contact email (optional)Select the campaign the contact / email is related to..Save the new contact

To Assign an email, click to open and assign.The “View email content” link allows you to view the contents of the email.Search for the contact – if an existing contact is already saved in the syste...

Emails are split between unassigned and assigned.You can click on an email to assign it to a record in Amplify