customer emails in CRM

isabelle A. shared this question 2 years ago
Answered

Hello, what needs to be done in order to see the customer emails in the CRM ?

Comments (5)

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Be sure under email preferences you are set up under IMAP?

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Not completly i guess

Turn on IMAP is set as YES, but nothing else.

Does this needs to be set up by users ? So each user that receive emails from customer sees them in the CRM ?

5042ff7b407ef92ea989209c0f143974

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Yes...fill this out under company and users

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Ok but first i will need to change the company email from isabelle@fxemotion.com to isabelle@proludik.com

Will that affect anything ? just want to make sure before i go and change it

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put it in the company preferences and then be sure to update it under the Email preferences too if this is the email you want to send from

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