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

Can I send emails via my email client i.e. Outlook, Gmail etc inside my account?
Yes, send copies of all or selected emails which you want recorded inside your contacts database by using your own email drop box email address.    Eve...
Sun, 30 Jun, 2019 at 10:52 PM
Can I send email to my contacts - via my email client but have a copy of the email go into my CRM account?
Yes - just send email via your email client to a contact - so long as the contact record and their email address exists inside your CRM account then all yo...
Wed, 27 Mar, 2019 at 10:36 PM
Setting up Outlook as my default mailto: email client
1. Go to Control Panel on your PC, by clicking on the Start button found in the bottom left hand corner of your screen where you will see the Control P...
Tue, 30 Jun, 2020 at 11:49 PM
How do I link my Hotmail (Windows Live Mail) into my CRM account?
Here are the instructions on setting up your Hotmail (Windows Live Mail) email as a default email client so that it can pick it up when you click on an ...
Tue, 9 May, 2017 at 12:20 AM
How do I set my Yahoo email as the default email client in my CRM account?
Here are some instructions from Yahoo mail on how to set Yahoo as your default email:
Mon, 17 Apr, 2017 at 12:28 AM
How to make Thunderbird the default mailto: client
To find out how to setup Thunderbird as your mailto: default email client please click on the link below:
Mon, 17 Apr, 2017 at 12:29 AM
How to Set up Gmail as default email client in Google Chrome
How to Set Gmail as Your Browser's Default Email Client for Mailto Links 1. Open your Gmail email account in Chrome and click the Protocol H...
Mon, 17 Apr, 2017 at 12:29 AM
How do I set Gmail as the default email client using Firefox, Chrome or Safari browsers?
You can designate Gmail as your default mailto handler. This means that when you click on any hyperlinked email address, a Gmail compose window will ope...
Thu, 11 May, 2017 at 3:51 AM
I downloaded Gmail notifier but I am unable to set up Gmail as my default email client in Google Chrome why?
Issue with setting up Gmail as default email client If you wish to use Gmail to send out email via your CRM account you will need to set up Gmail as ...
Thu, 30 May, 2019 at 2:31 AM
How to set up another Gmail email address as default email in my account?
If you have more than one Gmail address and you want to change which email is the default mailto: for CRM please find some information below to show you ho...
Wed, 5 Sep, 2018 at 10:02 PM