Mailbox and calendar setup
Email data sharing and privacy
At FirstQuadrant, we prioritize your data security and privacy. Below is a detailed explanation of how emails are synced and shared within FirstQuadrant:
Email syncing rules
- Only emails related to contacts that exist in FirstQuadrant are synced.
- Emails that do not relate to a lead or prospect in FirstQuadrant are not synced.
Data sharing with team members and AI
- By default, all synced emails are shared with all team members using FirstQuadrant.
- Synced emails are also accessible by FirstQuadrant’s AI to enhance recommendations and insights.
Controlling email visibility
Users have the ability to hide any email from their team and remove it from FirstQuadrant’s AI knowledge.
To hide an email:
- Click on the three dots on the top right of any email.
- Select “Hide from activity” to prevent the email from being shared.
By following these policies, FirstQuadrant ensures transparency and control over your email data while maximizing sales efficiency.