Once your team members' calendars and emails are connected, we scan their mailboxes and import all emails sent or received in the last 12 months where we can match the sender or recipient with a CRM account.
We can also scan their calendars and import meetings from the last 12 months where we can match the participants with a CRM account.
To make sure calendar events from the last 12 months are imported:
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In the calendar and email integration settings, select Import all meetings, including meetings not set to be recorded. See Google / Microsoft Outlook for details.
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In each team members' data capture settings, select Import non-recorded meetings. See Turn on data capture settings for details.
Account emails and meetings from the past year can be seen in the Deals tabs and account page.