IntelliCRM FAQs - How to Connect your Email

Step 1

Click on the Settings icon and then select Email Settings

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Step 2

Choose a Provider. If you choose Gmail or Office 365 your Outgoing Email Settings will be automatically generated. If you have a different provider please contact us or your email provider to find out that information.



Step 3

Enter your Email Address, Password, User Name and Profile Name (If you don’t know your User Name and Profile Name enter in your email address) then click Save