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Settings → Accounts is where you connect the external tools you work in, so email, calendar, and messages sync into Spott.

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Email & Calendar

Connect a Google or Microsoft account to sync your email and calendar. You can connect more than one account with Connect a second Microsoft account or Connect a second Google account. The account marked Default is the one Spott sends from unless you pick another.
The Accounts page with a connected Google account
From the same page you can configure:
  • Configure Signatures: set up email signatures for your connected accounts.
  • Default Email & Calendar Sharing: control what colleagues see of your synced emails and events, from Metadata only to Subject line and metadata to full access.
  • Default Font Family and Default Font Size for the emails you write.
  • Blocklist: block specific email addresses or entire domains from the email sync. Messages from blocked senders are hidden across Spott and no longer imported, keeping your database clean. Changes can take some time to apply.
If a single synced email should not be in Spott, for example because it contains confidential information, you can also delete that individual email from the mail sync.
A generic mailbox such as jobs@ or info@ can be linked to one Spott account only. Campaigns from that address therefore run from that single account.

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Messaging

Connect WhatsApp to sync and send WhatsApp messages directly from Spott.

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Browser Extension

Install the Chrome Extension to source candidates from the internet. See the Chrome extension guide for how to use it.