Connect to Email

How to Connect to your Email Client

1.  Click Connections icon on the Tools bar.

2.  On the Email Sync section,

Select the checkbox "Enable Email Sync"

3.  The Mail Server details section displays

4.  On the Provider dropdown, select a provider.

a.  If Google or Outlook.com

Click Connect.

Choose an account that you want to use, in case there are multiple accounts active.

Enter Password.  This is the password for your mailbox.

Prompt box displays asking you to Allow Email Connector Sync to access your calendar, click Allow button.

b.  If Office365,

Enter Username and Password

c. If iCloud,

Enter Username and Password*

*You have to generate an app-specific password to use with iEnterprise CRM. Refer this link for instructions : https://support.apple.com/en-in/HT204397

d.  If Exchange Server,

Enter Server, Username and Password

e.  Other,

Enter Server and Port

Enter Username and Password

5.  Screen refreshes and status says "Connection Success".