Documentation
Admin Guide/Email Accounts

Email Accounts

Connect your email accounts for seamless communication

Connect email accounts to send and receive emails directly within the CRM.

Connecting an Account

Navigate to Settings → Integrations → Email to add a new account.

For Gmail and Microsoft 365:

  1. Click Connect with Google or Connect with Microsoft
  2. Sign in to your email provider
  3. Grant the requested permissions
  4. Your account will sync automatically

IMAP/SMTP (Manual)

For other email providers:

  1. Select IMAP connection type
  2. Enter your IMAP server details:
    • Host (e.g., imap.example.com)
    • Port (usually 993 for SSL)
    • Username and password
  3. Enter your SMTP server details:
    • Host (e.g., smtp.example.com)
    • Port (usually 465 for SSL or 587 for TLS)
    • Username and password
  4. Click Connect

Account Settings

After connecting, you can:

  • Display Name — Set a friendly name for the account
  • Shared Account — Allow team members to use this account
  • Sync Settings — Configure which folders to sync

Troubleshooting

  • Authentication Failed: Verify credentials and ensure app passwords are used if 2FA is enabled
  • Connection Timeout: Check firewall settings and server addresses
  • Sync Issues: Try disconnecting and reconnecting the account

Personal Settings

Manage your account and preferences

Pipeline Customization

Configure deal, lead, and project pipeline stages