Connecting your Mailbox and Calendar

If you are using a mail server, such as Google Apps (Gmail), Outlook 365, or even just through your web hosting, then you can connect your mail and calendar to B2BDash so everything is seamlessly working together. Once you do that, you'll be able to:

  • Have tasks created, edit, and deleted in B2BDash synced to your Google or Outlook calendar.
  • Manage your inbox right from inside B2BDash
  • Have all emails sent from B2BDash synced with your mailbox

It's super simple, you just need your email address and your email password. (Or email settings for Microsoft Exchange/Office 365 emails).

This is all you need to do...

STEP 1

Go to your Admin Panel

NOTE: If you are not an Admin on the account, you won't see the Admin Panel option, you can instead click HERE to connect your email.


STEP 2

Go to Integrations then Connect Email/Calendar

Click your name


STEP 3

If you're a Google or Outlook user you will be taken to a familiar login screen (see Google example below). Here you need to enter the email and password you use to log into your email.

Accept or Allow the permissions Ninjodo needs to allow your send and receive emails etc from inside the platform.

You should then be redirected back to the integrations page/ Admin panel area. That's it! You're all set to send and receive emails now. Any phone call or meeting tasks will be sent to your calendar as well.

Visit the Inbox to load up your emails and begin reading, replying, and saving contacts to your account.

Are emails not showing up?

If you land on your inbox and don't see anything or it seems to take a while, the first time your mailbox is connected it can take a few minutes for everything to sync up. Give it a minute or two and hit refresh.

EXTRA STEP FOR GOOGLE USERS

You may be presented with a rather scary looking screen like the screenshot below. If you see this don't be alarmed, this is just Google being extra cautious that it is in fact you and you are wanting to connect your account. All you need to do is click on Advanced and Go to Ninjodo as seen below. This will get you to the login screen described in step 3.

App passwords for Office365 / Outlook

If your email has 2-factor Authentication (Mostly on Office365/Outlook). You may need to create an app-specific password. 

To create a new app password for an app or device, follow these steps. You can repeat these steps to create an app password for as many apps or devices as you need. You can also visit this link from Microsoft for more details: LINK 

1. Go to the Security basics page and sign in to your Microsoft account.
2. Select More security options. 
3. Under App passwords, select Create a new app password. A new app password is generated and appears on your screen.
4. Enter this app password where you would enter your normal Microsoft account password in the application.
Note: Once you have created and entered an app password for a given app or device, you usually won't need to do it again.