The inbox scanner is a tool that allows an agent to import the email address, first name, and last name of people that have emailed them. Watch the video above to learn more or follow the instructions below.
To set it up:
Login and go to your “Profile” page by clicking on your photo in the upper right corner.
Select “Edit Profile” from the drop down list.
Click on “Edit” next to your profile.
This should place you on the “Profile” page.
Select the “Inbox Scanner” tab.
Click on the “Add New Account” button.
Select the email provider from the drop down list.
Add a descriptive name for this account.
Enter the username and password for the email account. These are saved encrypted in the database.
Select either “Import emails going forward” or Import Emails from the last 2 years.
Press the “Add Account” button.
Within a few hours you will see email addresses on the Inbox scanner page.
