ClientSuccess

Troubleshooting

If your Microsoft 365 / Outlook emails stopped syncing into ClientSuccess, your connection likely lost authorization (often after a password change). Re-authenticate by disconnecting and reconnecting under Email Authentication.

Fix: Microsoft 365 / Outlook email stopped syncing — re-authenticate your ClientSuccess connection

An email from Gmail, Outlook, or Microsoft 365 didn't get synced into the engagement section

Missing Emails from Engagement Section

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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