In order to send documents and follow-ups to your Leads and Clients, you'll need to integrate your email with WillowSpace.

To do this, log in to your WillowSpace account > Account > Integrations.

Click on either Connect Gmail (if you use Gmail, this is the WAY-EASY way to connect your email) or Use SMTP.

Connect Gmail is simple. Just follow the steps to allow integration.

To manually set up an email account with other providers, click Use SMTP and follow the close instructions listed.

Hover over the information icons to get specific details about the information required.

If you run into any issues, you can always message us in the chat!