This video walks you through connecting your email account to the Luxury Presence platform — one of the most important setup steps for getting the most out of the Presence CRM. Once connected, the CRM pulls in your existing contacts, powers smart tasks and follow-up suggestions, and gives you better visibility into your pipeline automatically.
What's Covered
- Why email sync matters — How connecting your email unlocks the full power of the Presence CRM, including automatic contact import, smart task suggestions, and follow-up visibility.
- What to know before you connect — That only Gmail and Outlook are supported at this time, that contacts from the last 24 months will sync automatically after connecting, and that your email content stays private — the AI learns from notes on lead profiles, not from your emails.
- Accessing connected accounts — How to navigate to Settings by clicking your name or initials in the bottom left corner, then selecting Connected Accounts from the side menu.
- Connecting your email — How to choose Google or Outlook, click Connect Account, select your email address, and work through the authorization steps to grant access.
- What the permissions mean — Why it's safe to allow access during the setup flow, and the assurance that no emails or messages will ever be sent to your clients without your approval.
- What happens after connecting — How the system begins pulling in and organizing your contacts automatically, why it may take a few hours for everything to fully populate, and where to check back in once the sync is complete.
- Cleaning up your contact list — How to archive any non-lead contacts like vendors, colleagues, or personal contacts that come in through the sync, so your CRM stays focused on the right people.