Support

Integrating Email Clients - Outlook, Gmail, Hotmail etc with the CRM system 14

• Can I send emails via my email client i.e. Outlook, Gmail etc inside my account?
• Can I send email to my contacts - via my email client but have a copy of the email go into my CRM account?
• Setting up Outlook as my default mailto: email client
• How do I link my Hotmail (Windows Live Mail) into my CRM account?
• How do I set my Yahoo email as the default email client in my CRM account?

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How to Send an Email to a Client by Integrating your Email Client 9

• How to send out an email via contact record using your email client such as Outlook, Gmail etc
• I have more than 1 email address that I send emails from, how do I link this to my user profile?
• Email sent to a contact has not copied across into the contacts record inside the History, why?
• Sending email to our email drop box address is not landing inside the contacts record, why?
• I have sent out emails via the CRM to my contacts today but they are not landing inside the contacts history, why?

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Forwarding Emails into your CRM Account Individually or Automatically 9

• Using the email dropbox address when sending emails or forwarding emails into the CRM system
• How to forward an email into a specific contact record?
• Auto feed all email directly into your CRM account and set up an optional spam filter
• Automatically send emails from known contacts into your CRM
• Can I send an email to multiple email addresses and have them forwarded into my CRM account?

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Stop Spam Emails Forwarding into CRM Account 1

• How to mark emails sent into your CRM account as SPAM so they are not forwarded into the CRM system again?

Email Integration FAQs 5

• If I send an email via my email client such as Outlook why does the Bcc: field not automatically populate with my CRM account drop box address?
• All my emails automatically forward into my CRM dropbox address but some emails received from contacts do not appear inside the CRM system why?
• How to see if an email was sent out using my email client, i.e. Outlook or via the internal pop up email service?
• Can I set up an automatic forward into my dropbox for emails I send out so that they are copied across into my CRM account?
• Can I have a copy of all outgoing emails sent via my CRM account to go to my email address?

Email Integration Troubleshooting 15

• My Gmail Email client has reverted back to Outlook when trying to send emails
• Every time I click on a contacts email address a pop up email comes up instead of my email client why?
• Emails sent to our unique dropbox address to land inside the CRM are bouncing back as undelivered, why?
• Why has an email I forwarded into my CRM account landed inside my own contact record and not the persons record it should be stored in?
• Why are messages to our email dropbox taking so long to land inside the CRM system?

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