Email

The Email tool lets you send and receive emails without leaving JMS.

Think of it like having your email inbox inside the system:

• You read messages here
• You reply here
• You stay on the same screen instead of switching apps

This page matches the Email Superdemo video.

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What you see when you open Email

When you click Communications → Email, you may see a screen that says “Connect your email”.

That simply means:

Your email is not connected yet
So JMS cannot show your inbox until you link your Microsoft account.

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Connect your Microsoft email

Why you connect it

Connecting your email lets you:

• Compose and send emails without leaving JMS
• See threaded conversations linked to contacts and deals
• Track email activity like opens and manage attachments

How to connect

1. Go to Communications → Email
2. Click Connect Microsoft
3. Sign in to your Microsoft email account
4. Accept the permissions
5. You’ll return to JMS and your inbox will load

Important: JMS uses OAuth (a safe login method).
That means JMS does not store your password.

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Using Email after connecting

Once connected, you can do the basic email actions.

Read a message

1. Open Communications → Email
2. Click a message in the list
3. Read it in the preview area

Reply to a message

1. Open a message
2. Click Reply
3. Type your message
4. Click Send

Send a new email (Compose)

1. Click Compose
2. Choose a contact / type an email address
3. Add a subject and message
4. Click Send

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Tips (simple but helpful)

• If you don’t see your emails, check if you are still connected
• If the “Connect your email” screen comes back, you may need to reconnect
• Keep emails short and clear — like writing a helpful note

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You’re done

You now know how Email works in JMS.

Next, you can explore:

• Celebrations
• Surveys
• Chat
• Channels