How to Setup the Email Feature in SalesPRO
This article will describe how you can
enable email in SalesPRO. This will allow quotes and orders to be
emailed directly from SalesPRO. Before this feature can be enabled, you
will need to have your email account settings available. If you do not
have these settings, please contact your email provider for that
- Navigate to the Setup tab from the Home screen
- On the Company Setup tab, scroll down to Company Features
- Look for Email, and select the link Turn On
- Click OK on the next window
- On the Application Settings window, enter the appropriate information (as provided by your email provider).
is recommended to Test you Email Settings (bottom of Email Sending
Method window) to insure that everything has been setup properly.
- When email account information is complete, press OK to save and exit.
- You will receive a message that email is now enabled.
email has been enabled, you can select the link " Templates" as shown
below. This will enable you to download the Solatech defined email
templates, which can be modified as needed.
- How to setup Email to work with Microsoft Outlook
- How to setup Email to work with Gmail, AOL, or Microsoft Office 365
How to modify email templates in SalesPRO
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How to Email Quotes, Sales or Orders from SalesPRO
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How to Setup Email for Gmail, AOL, or Microsoft Office 365
Summary This article explains how to setup email in SalesPRO for two commons email carriers: Gmail and AOL. Setting up email allows you to send quotes and orders from SalesPRO, via email using predefined templates. For more information on emailing ...
Problem: Unable to send an email message due to firewall
Overview When trying to send an email message you receive an error message that suggests you check your firewall is blocking SMTP connections on the specified port. Cause This is most often caused by incorrect email settings: When application ...