Restricting Inbox Integrations in Lendware

Restricting Inbox Integrations in Lendware

Lendware lets you control which teams can see your email activity. By default, all teams you’re a member of will display your email interactions, but you can restrict visibility to only the teams that matter.

How to Restrict Email Activity

  1. Go to Integrations

    • Navigate to Account Management → Integrations.

    • Make sure your email is connected to Lendware .

  2. Open Team Restrictions

    • Click Restrict for Teams.

    • A drawer will open showing all teams you belong to.

  3. Select Teams

    • Choose the teams where you want your email activity to appear.

    • Leave unselected teams unchecked—these teams will not display your emails.

  4. Save Your Settings

    • Click Save.

    • A confirmation toast will appear indicating your changes were applied successfully.

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Pro Tip: If you remove all teams, no email activity will be displayed on any team, which can be useful for admins or for privacy purposes.

How It Works

  • Selected Teams: Emails you send and receive will appear here.

  • Unselected Teams: Emails will not appear.

  • Replies from Contacts: May still appear on selected teams if the contact exists there.

  • No Teams Selected: Your email activity will not appear anywhere.

Example: Same Contact in Two Teams

  • Team Rene ✅ (selected in Restrict)

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  • Team Andrea ❌ (not selected in Restrict)

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What You’ll See

Before Restricting

  • Emails sent outside Lendware show up on both Team Rene and Team Andrea.

  • Replies from the contact also appear on both teams.

After Restricting (only Team Rene selected)

  • Emails and replies appear only on Team Rene.

  • Team Andrea no longer logs those emails.

Benefits of Restricting Inbox Integrations

  • Stay Focused: Only relevant teams see your email activity.

  • Maintain Privacy: You control who can view your email interactions.

  • Streamline Workflows: Reduce clutter across multiple teams and keep your CRM organized.

  • Admin Control: Admins can ensure sensitive email activity only appears where it should.

Remember: Restricting Inbox Integrations does not stop emails from being sent—it only controls which teams display email activity in Lendware.

Need more help? Check out: Preventing Unintended Emails in Lendware


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