You can add an IMAP account to receive email enquiries through Administrate's Message Center.
One email account can be added, so we recommend setting this up for general email enquiries from a shared mailbox. Within the Message Center, you will then be able to create new Accounts and Contacts from enquiries received and convert these into Opportunities. Email correspondence will also be stored against the contact record.
To access the Message Center, click on your user icon in the top right of the menu, then Message Center.
Requirements for integration:
- Enabled (yes/no)
- Server Address
- Server Type (IMAP/IMAP SSL)
- Username
- Password
Refer to your IMAP email provider’s documentation for the server address and server type.
Comments
0 comments
Article is closed for comments.