Setup Connection to your Mail Server

1) Go to the users tab and click “Edit” next to your name:

2) Fill in the “SMTP Server Address”, “SMTP Server Username”, “SMTP Server Password” (these will be provided by your e-mail service provider):

What can you do after setting up the connection:

  1. Send out e-mail to an entire category at once
  2. Setup e-mail templates to be sent by an event automatically
  3. Send e-mail as part of an event template
  4. Send e-mail templates from within prospects