In order to use any of Harbor's functionality, you will need to link your e-mail account. 



Step 1. Go to E-mail Link Settings

You can find the button in the bottom-left side of the screen.


You'll be taken to the "E-mail Link Settings" page, where you can review all the accounts that you have linked to Harbor at that time.





Step 2. Link your first account

Click the "Link Another Account" button to add another account.


You may be asked to select your e-mail account provider. If your email provider is Gmail or Microsoft Exchange, you will be able to use your regular e-mail login credentials to sign in. 


This is the address and password for your e-mail account, not your Harbor account

E-mail Link Using IMAP Settings



Special Cases



Step 3. Link any other client-facing accounts

If you use any other e-mail addresses to communicate with clients, and you want to take advantage of Harbor's Intelligent Pause/Resume features, you will need to link those e-mail accounts as well. 


Linking all client-facing accounts will allow you to take advantage of Harbor's Team View activity logging. If a junior Advisor sends an e-mail to the prospect directly, your activity log will reflect that, and any current campaign will be paused so that the prospect doesn't continue to get marketing e-mails even after you've gotten in touch.



Examples of accounts you should link: 

  • If you have an assistant who reaches out to contacts using their e-mail address (vs. logging into your e-mail directly)
  • If you have a junior Advisor who helps manage follow-up to clients, but isn't the primary relationship holder
  • If you have a marketing team that may send marketing correspondence directly to your prospects


If you encounter any difficulties, please contact support@harborplan.freshdesk.com