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Getting Started

Introduction

Connecting Outlook Account

Connecting Gmail Account

Deals

What is a deal?

Creating a deal

Deal page overview

Adding and Editing Details

Closing a deal

Email & Linking

Linking an email to a deal

Unlinking an email

Using the slash command

Email templates

Adding custom signatures

Contacts

Documents

Document storage

Documents center

Uploading documents

Moving files

Deleting files and folders

Calendar

Date templates

System

Changing your password

Password reset

Light and dark mode

Data & privacy

Revoking Tract's access to your inbox

Deleting your account

Troubleshooting

My inbox isn't syncing

I can't log in to my account

Tract isn't sending email correctly

How to report a bug

Troubleshooting

I can't log in to my account

Check these first
  • Make sure you're using the email address you signed up with

  • Passwords are case sensitive — check caps lock

  • Try resetting your password via the Forgot Password link on the login screen

Still locked out?

Reply to your welcome email or contact us with your account email address and we'll get you back in.

My inbox isn't syncing

Tract isn't sending email correctly

Any other questions? Get in touch

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