How to Setup the Email Feature in SalesPRO
Summary
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
information.
Instructions
- Navigate to the Setup tab from the Home screen
- Click on Company Setup
- On the Company Setup tab, scroll down to Company Features
- Look for Email, and select the link Turn On
Select Yes I want to enable the email feature now on the next window
- Click OK on the next window
- On the Application Settings window, enter the appropriate information (as provided by your email provider).
- It 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.
- Once 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.
Related Articles:
- How to setup Email to work with Microsoft Outlook
- How to setup Email to work with Gmail, AOL, or Microsoft Office 365
Applies to:
- SalesPRO Software
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