What is Email Configuration in a CRM system?
Email configuration refers to the setup process that connects your business email account (Gmail or Outlook) with the CRM. This enables users to send, receive, track, and manage emails directly within the CRM. It ensures centralized communication, improves customer engagement, and supports features like templates, automation, and activity logging.
Configure Email
- Log in to Zhylar
- Go to Left-hand navigation panel
- Click on Configuration
- Under Integrations tab, select Configure Email
- A new page will open.
- Click on “Connect email account” to proceed.
- Select one of the following email providers to continue.
- You will be taken to a sign-in page. Fill in your email ID that you want to configure.
- Select an existing account or add new account.
- Provide email ID.
- Email Visibility:
- Your email has been configured.
- Note: One user can configure one email ID only.
Disconnect Email
To disconnect your email ID,
- Click on Disconnect
- Provide confirmation.
- Your email account will be disconnect.
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