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 record:


For system user:

1
Choose Edit profile:

2
Select Email settings and press New record:

If you use IMAP protocol

1
Press New mailbox IMAP:

2
Enter the settings: Email, Password, IMAP server, IMAP port, IMAP charset, SMTP server, SMTP port, SMTP charset. Only enter  Email (username) if it differs from Email. 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.

3

Mark  Main too see chosen mailbox emails in module Email.

4

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. 

5

One user can have  several mailboxes.

6

Your mailbox will be regularly scanned and emails will be archived and linked to Customers/Leads.

If you use Office 365

1
Press New mailbox Office 365:

2
Enter your username, password and press Sign in.

3
In the new window, mark Email Scan Active, Sync Clients and/or Sync Leads and mark folders that have to be synched.

4
Press Save.
5
Your mailbox will be regularly scanned and emails will be archived and linked to Customers/Leads.
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