Email synchronization

System provides possibility to synchronize user's email and archive letters of Customers and Leads. Letters are assigned according to:

  • Customer main email;
  • Customer's contact email;
  • Lead main email;
  • Lead's contact email;
  • Customer domain.

Email synchronization can be enabled either by system admin or by user individually.

For system admin:

1
Choose Setup -> Staff.
2
Select user and click Edit button:

3
Select Email settings and press New mailbox:

4

Insert details and press  Email scan active. Select Sync clients and/or Sync leads. Below Sync directories you will be able to pick folders for email synchronization.

5
Insert information in field Email (username) only if email username is different from email address.
6
Mark Main too see chosen mailbox emails in module Email.
7
Press Test connection. If entered information is correct, you will see option Submit - press it. If information is not entered correctly, you will be notified. 

8
One user can have several mailboxes.
9
User's mailbox will be regularly scanned and emails will be archived and linked to Customers/Leads.
10
There is an option to scan emails who do not belong neither to Customer nor Lead. In order to activate it, choose Setup -> Settings -> Email -> Email settings. Allow Scan all email letters.

11
Get all emails report by selecting Reports -> Synced emails report. There is an option to assign email to customer, lead or project:

For system user:

1
Choose Edit profile:

2
Select Email settings and press New mailbox:

3

Insert details and press  Email scan active. Select Sync clients and/or Sync leads. Below Sync directories you will be able to pick folders for email synchronization.

4
Insert information in field Email (username) only if your email username is different from email address.
5
Mark  Main too see chosen mailbox emails in module  Email.
6
Press Test connection. If entered information is correct, you will see option Submit - press it. If information is not entered correctly, you will be notified. 

7
One user can have several mailboxes.
8
User's mailbox will be regularly scanned and emails will be archived and linked to Customers/Leads.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us