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Sending Email

Setting up SMTP

To setup SMTP you will need to navigate to Setup -> Settings -> Email
SMTP Setup

SMTP server over port 25

SMTP Host : yoursmtphost.com
SMTP Port : 25
SMTP Email : Your email
SMTP Password: Your password

SMTP servers that require SSL connection

SMTP Host : ssl://yoursmtphost.com or yoursmtphost.com with encryption selected SSL
SMTP Port : 465
SMTP Email : Your email
SMTP Password: Your password

For gmail use the following:

Encryption: SSL
SMTP Host : smtp.gmail.com
SMTP Port : 465 / For TLS encryption use port 587
SMTP Email :[email protected]
SMTP Password: Your password

Setup global gmail signature which will be used in all emails.

If you are using GMAIL you need to have enabled less secure apps in your account. In order to achieve this follow the steps:

  1. Sign in to the Google Admin console.
  2. Click Security > Basic settings.
  3. Under Less secure apps, select Go to settings for less secure apps.
  4. In the subwindow, select the Allow users to manage their access to less secure apps radio button.
  5. Login to your user account.
  6. Visit: https://www.google.com/settings/security/lesssecureapps
  7. Toggle on.
  8. Retry the SMPT settings inside the Perfex CRM, you should see: Seems like your SMTP settings is set correctly. Check your email now.

 

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