Setting up SMTP email

To set up SMTP email:

  1. Click Administration > Office Profile list view on the navigation bar. Click the company's name to open the Office Profile detail view. See Using the Office Profile Detail view
  2. Click the Email Setup tab.
  3. Specify the email address In the From Email Address field, The CRM Workflow automated email notifications and mail merges output to Email are sent from this email address.
  4. In the From Email Password box, specify the password for the email account that will be the From email address in automated email notifications and mail merges output to Email.
  5. Retype the password specified in the previous step in the Confirm Password field.
  6. In the SMTP Email Server field, type the host SMTP email server name and domain for the From Email address account.
  7. Specify the host SMTP port address in the SMTP Port field. Standard ports are 25 or 587. A secured SSL port is typically 465.