This feature helps you to configure Outgoing Server with SMTP (Simple Mail Transfer Protocol) settings of your email server to manage sending out emails from simply CRM.
Follow few simple steps to configure your Outgoing Server
- Click gear
icon in the top right
- Click CRM Settings
- Click ‘Other Settings’ drop-down in the left
- Click Outgoing Server. You can click on
pin icon next to it to add a shortcut to your settings home page
- You can view default settings provided by Simply CRM. To modify, click Edit button in the top right
| a | Server Name | Provide mail.yourdomain.com where yourdomain.com is the actual domain name. For instance, gmail accepts ssl://smtp.gmail.com:465 |
| b | User Name | Provide your user name. |
| c | Password | Provide your password |
| d | From Email | Emails will be sent from the email id you would specify in this field; else, emails will be sent via the email id of the current user |
| e | Requires Authentication | Click on the check-box to enable authentication before sending an email. |
- 6. After configuring details, click Save
Heads up!
- By default, the outgoing server is configured with simply CRM settings. You can manage sending out emails with these settings. However, we will recommend you to configure Outgoing Server with your own SMTP settings.
- If you prefer to retain simply server as the outgoing server, we recommend you to configure your domain’s SPF record to include the simply server as a valid sender for your domain.
- You can click on Reset to Default in edit view to populate default set of values provided by Simply CRM