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Guided Selling
Getting Started with Guided Selling
Connect your Email

Connect your Email

Role:
Sequence Agent
License:
Guided Selling

To send emails through Guided Selling, you need to connect your email account. This enables Guided Selling to send emails on your behalf and track email engagement in Salesforce. The process of connecting your email takes just a few minutes.

Connecting Your Email

Access Email Settings

  1. From the Engage tab, locate the Email Status badge on the top-right
  2. Hover over the badge and click the Visit Console link.
Screenshot of the Salesforce App Navigation Items Drop-Down

Connect Your Email

  1. On the Integrations page, click Add Integration
Screenshot of the RingDNA Integrations page showing a list of connections
  1. Choose to sign in with Microsoft or Google
Screenshot of the RingDNA Integrations list
  1. Follow the on-screen steps from your email provider
  2. After you are redirected back to the Integrations page, confirm that the connection status shows RUNNING
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