FundPanel Integrations (3)

Email to Salesforce (4)

• General Setup: Configuring Email to Salesforce in Salesforce
• Set up Mail Flow Rule in Microsoft Exchange
• Log Incoming Emails into Salesforce: Investor Relations Contact

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Gmail & G Suite (6)

• Create Email Forwarding Rule in Gmail
• Set up Lightning for Gmail in Salesforce
• Lightning for Gmail: Company Logo Setup

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Outlook (1)

• Manually Log Outlook Emails with Attachments to Salesforce