How to configure Gmail under the Email Server settings?

The integrated email lets you send emails to your Leads or Contacts directly from the CRM. Whenever sending an email from the CRM the Email Server settings tell which email address to send the email from.

To configure Gmail under Email Server follow the steps given below:

1. Go to CRM Settings > Configuration > Email Server. 
2. Click on the "Add Record" button. 
3. The Email Server form will appear, provide the required details.  
   

   

   
   

4. Incase if you make any mistake while configuring email server or want to change the email server details, you can click of Edit button and make the changes.
      
   
   
   

   Field Name	Description
   Name	Mention name for internal reference. You can also mention Email Server name like Gmail, amazonaws, etc.
   SMTP URL	You should provide the SMPT server URL, including the SSL/TLS and port information, such as ssl://smtp.gmail.com:587
   User Name	Provide your valid Email ID as the User name.
   Password	Provide your Email Password.
   From Email	Provide the email id from which you need to send the emails.
   Requires Authentication	Click on the checkbox to specify the Authentication type.
   Default Server?	Enable checkbox to set email server as default, which will be used to generate email request while sending emails from CRM.

   
   
   

   Note: "From Email" for Gmail accounts, the behavior would be, it will always use the email id used under the user name as the from Email ID.

   
   

   5. Click on the Save button. This would send a Test email to the user’s Email address. If the Test email fails the settings would not be saved and an error message will appear on the screen. Otherwise, the settings would be saved and then users can send emails from the CRM.