Account Setup and Connections
How do I connect my Gmail or Outlook account?
Click the email icon, choose Gmail or Outlook, then click Connect your Gmail. Pick your account, review the permissions, and click Allow or Continue. ▶ Connect Gmail or Outlook — 0:16
Why doesn't my email account appear in the list?
You need to be signed in to that account in your web browser before you start. REsimpli shows you the accounts you are already signed in to. ▶ Connect Gmail or Outlook — 0:00
How do I connect my Google or Outlook Calendar?
Click the calendar icon at the top of your screen, click Actions, then choose Google Calendar or Outlook Calendar. ▶ Connect Google or Outlook Calendar — 0:11
Does my calendar sync both ways?
Yes. Appointments in your Google or Outlook calendar appear in REsimpli, and appointments assigned to you in REsimpli appear in your calendar. ▶ Connect Google or Outlook Calendar — 1:17
What happens to open tasks when I change a status?
That is controlled by your pending task default. You can complete everyone's tasks, leave them all open, complete only your own, or be asked each time. ▶ Pending Task Defaults — 0:51
Does the pending task setting apply to my whole team?
No. It is set per account. Each sub-user has to configure their own. ▶ Pending Task Defaults — 0:15
Can I have folders created automatically on new records?
Yes. Set up default folders under Settings, Customizations, Default Folders. They work for leads, buyers, agents, vendors, and list stacking. ▶ Default Folders — 0:13
Will default folders be added to my existing leads?
No. Default folders only apply to new records. Existing leads are not updated. ▶ Default Folders — 1:03