Settings> External Integrations
Go to the External Integrations page under the settings, in which you will be able to find the list of all the services you can integrate with ARKA 360.
Click on Connect for Email and Calendar and enter select the mail client to integrate and click on Connect
If the Email client is Google
If you are already logged into your account in the browser, just choose the accout you want to integrate, if not you will be prompted to log into your google account.
In the permissions click on select all for accessing your mails and calendar inside ARKA and click on Continue.
You have successfully integrated your Google account.
If the Email client is Microsoft_Outlook
If you are already logged into your account in the browser, just choose the accout you want to integrate, if not you will be prompted to log into your microsoft account.
You have successfully integrated your Outlook account.
Lead Drawer
Inside the Lead drawer you can see 2 new tabs next to documents called Emails and Calendar, if you have not integrated your acount you will find the prompt and navigation to the External Integrations page
Once you have integrated the account, you can find all the Email communication between the integrated Email Id and the lead email Id inside the Emails tab.
Inside email tab, You can
Create New emails
Reply to existing emails
Forward existing emails and
Delete existing emails.
All the actions done here will be reflected in your outlook/gmail as well and all the actions/communication done throught gmail/outlook can be seen here as well.
Inside meetings tab, you can
Create new meetings
Join already created meetings
View meeting details
edit meetings created by you
Cancel meetings
Lead Summary
All the actions described above can be done inside the lead details page also under the Activity timeline tab