SuiteCRM
| 1 | Delete default data in sales - contacts, accounts, opportunities, leads etc. |
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Add users as needed
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| 3 |
Configure Default Outgoing email in admin panel - admin/email
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| 4 |
Create email Outbound Account for every user that will use email in the system that will sync with personal email, (if not configured, users may choose to send email from the system email). Individual users may also complete this task themselves.
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| 5 |
Configure Inbound accounts in admin/inbound email for every user that will use email in the system. Individual users may also complete this task themselves.
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| 6 |
Connect outbound email to inbound email record in admin/personal email account - complete for all users that will be able to email from CRM through the personal inbound email accounts. Individual users may also complete this task themselves.
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| 7 |
Each user must configure in their own account: Profile / Setting - select check for email every five minutes, and also select the inboxes to check. Mail should appear. |
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