Linking your Email address with FreeAgent CRM allows you to organize your email communications more efficiently in one single place.
It will also enable you to keep track of all the sent and received emails through the activities section on your leads.
To save you time, here’s a short video we created to guide you through the process or continue reading below for the instructions to link your email with FreeAgent CRM.
Link your Email with FreeAgent CRM
To get started, click your portrait picture and then click 'Settings' (1). Then click 'Email Setup' (2) in the left-hand side menu.
Here you are given the option to pair with either Gmail, Office 365 and IMAP based servers. The easiest way to know which option is right for you is to select the option that corresponds to your current method to check your email. If you log in through any email app such as Mail or Outlook, but you had to configure some specific settings on that provider then click 'Pair Other Email'.
Steps to link an IMAP account
Click on 'Pair Other Email'; this will display the IMAP Account Settings form.
Under the Personal Information section, enter your email address, username* and password.
*For most accounts, the username is the email address.
On the Server Information section, add the incoming and outgoing servers. The ports are defaulted but can be overwritten by clicking 'Override Default Port'.
Below you will find some of the most used servers. If you are unsure about your email account details, contact your IT department or check your email settings.
Incoming Mail (IMAP) Server Outgoing Mail (SMTP) Server
Server - imap.mail.yahoo.com Server - smtp.mail.yahoo.com
Port - 993 Port - 465 or 587
Requires SSL - Yes Requires SSL - Yes
Requires authentication - Yes
IMAP Server (Incoming Messages) SMTP Server (Outgoing Messages)
Server - imap-mail.outlook.com Server - smtp-mail.outlook.com
Port - 993 Port - 587
Click 'Connect' to save your account settings.
Congratulations! Your email is now paired with FreeAgent CRM!
Now that you have linked your email with FreeAgent CRM you can:
- Send emails within FreeAgent
- Manage the emails you received from your existing Leads and reply to them
- See your Email logs and track Email analytics