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Knowledge base
General
Getting Started
5
Learn how Harbor intelligently manages conversations based on prospect activity.
How to Link Your E-mail Accounts
Automated Lead Follow-Up: Send Automatically vs. Require Approval
Review and personalize my campaigns
Integrate your CRM with Harbor
Email Connection Instructions
12
Gmail: How to Set Up Email Connection
Office365: How to Set Up Email Connection
Redtail: How to Set Up Email Connection
LPLFinancial.com: How to Set Up Email Connection
Proofpoint: How to Set Up Email Connection
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FAQs
General FAQ
14
How do I edit my "locked" E-mail signature, or e-mail Header?
Where do I find [xyz prospect] in my dashboard?
How do I link my Microsoft Exchange account when I have Two-Factor Authentication?
What do I do when a prospect completes a quiz?
How do I unsubscribe or remove someone from Harbor completely?
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Help Desk Software
by Freshdesk
