ClientSuccess

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

If connecting your Microsoft 365 / Outlook email shows "Need admin approval," an M365 admin must grant consent for the full set of OAuth scopes ClientSuccess requests. Includes the scope…

Fix: Microsoft 365 email won't connect — "Need admin approval" / admin consent required

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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