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SmartEMAIL – up and running checklist

NOTE: To configure SmartMAIL for multiple users, you will need to log into these accounts to add a new Gmail /Microsoft Live mail or Outlook connection from within SmartSYNC.

This field is for validation purposes and should be left unchanged.

Your details

Your Name(Required)
Which CRM are you using?

Which email service are you using?
How do you want to record received emails?
How do you want to record sent emails?
Emails will be saved as actions or interactions on records in your database. We will find the records based on the sent or received email address. Would you like to create a new constituent if no matching record is found?
Do you need to connect a shared email account to SmartEMAIL?
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