- Log in as Admin user.
- Go to CRM Settings > Configuration > Email Server.
- Click on the "Add Record" button.
-
The Email Server form will appear, provide the required details.
Field Name
|
Description
|
Name
|
Mention Email provider name like Gmail, amazonaws, etc.
|
SMTP URL
|
You should provide the SMTP server URL, including the SSL/TLS and port information, such as tls://smtp-mail.outlook.com:587
|
User Name
|
Provide your valid Email address.
|
Password
|
Provide your email password.
|
From Email
|
Use 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. |
DeleteNote: In From Email Address, you have to verify individual user's email address so that in place for all your users to be able to send emails.
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 be saved and an error message will appear on the screen. Otherwise, the settings would be saved and then users can send email from the CRM.