Here’s how to connect email accounts for signature capture in CircleBack:
1) Tap the “Email Captures” bubble on your CircleBack dashboard.
2) If you have no previously connected an account, you will see the following screen:
3) Tap the “Connect your email” button
4) Enter the email address you wish to connect and press “Next”. CircleBack will identify your email provider and you will then be prompted to sign into that account. Once you have signed in, press Next, and your account will be connected.
Once your account is connected, CircleBack will scan any available emails from the past 30 days to look for signatures. Additionally, on an ongoing basis, CircleBack will scan for signatures in any new emails you receive -- and if found, will be suggested as new contacts in the CircleBack app.