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Email IMAP Connection

Start with connecting your email to CRM to have all conversation with your leads tracked or even transform all your inbound contacts into leads!

In your Admin Panel find button named CRM, click CRM config, find IMAP in the Config check-list: 

crm config imap connection

Then on top of the config menu click "Inbound Emails config". There you will need to fill out the following fields: 

Email service name: - any name, for example, Email Samba

Lead owner: - your user account

Host: -  For Gmail:  imap.gmail.com, for Micforsoft: outlook.office365.com

Login: - your email address

Password: - For Gmail: your App Password, for  Micforsoft  - your email password.

SSL: - select SSL from the drop-down. 

Hit Add.

inbound emails confighs ligin and password

When you start connecting your Gmail Account, ensure that 2-factor Authentification is on.

Then, you will need to generate App Password. Follow the steps in the instruction. When you get to this screen, type in any name here, for example: 

app password

Then, Google will quickly generate the password for you: 

password

Also, make sure in your Google account settings IMAP  is enabled:

imap settings


There is a feature called "Process all inbound emails as leads"  checkbox will transform all your contacts into leads in your CRM. If you don't want this to happen, just keep this box unchecked and hit  Add 

 

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