Connect an email mailbox

Open email connection settings

1. Open Settings → Email.
2. Find Email Account Connection (IMAP/SMTP) and enable its switch.
3. If the connection screen detects Microsoft 365, use Sign in with Microsoft and complete the sign-in prompts.

Connect an IMAP mailbox

1. Use the IMAP and SMTP settings supplied by your email provider. Enter the mailbox credentials in Smart CRM.
2. Select Test Connection and resolve any errors it reports.
3. Select Connect.

Verify email in the inbox

Send a test email to the connected mailbox and confirm that it appears in Inbox. Reply from Smart CRM and check that the test recipient receives it. Use email inbox visibility to control who can see connected mailboxes.

Video walkthroughs

• Add email to Smart CRM