Integrate with Email

Below you will learn how to manage email messages within SaleSmartly, the steps are as follows:

① Click [Add Email]

② Fill in the email information. After selecting the email type, the address, port, and encryption method of the receiving/sending server will be automatically filled in (if you have changed it yourself, you need to fill in manually)

Acquisition code tutorial: https://help.salesmartly.com/?p=685

③ Check the mailbox folders to be synchronized (the checked folders will be synchronized to the system), and click [OK].

Note: If you change the password or authorization code and the connection fails, you cannot send emails and synchronize folders at this time. You need to click [Edit] to update the password or authorization code.

Integrate Email into SaleSmartly, after “Enable Email”, you can see your email chat information at [Online Chat].