Connecting an external email provider to the CRM via SMTP lets you keep using your preferred service while sending emails through NotLuck CRM. Below are the steps to set this up using the "Other" option.

Connecting SMTP

To connect an SMTP email service to your account, follow these steps:

Go to the Settings area within your account and find the Email Services section. Click the Add Service button to start the SMTP connection process.

Selecting the "Other" SMTP Provider

If your email provider isn't listed in the SMTP Provider dropdown, select the Other option.

Configuring the SMTP Settings

Once "Other" is selected, fill in the following details:

  1. Provider Name: Give the provider a name for your own reference.
  2. SMTP Server: Get this from your email provider's documentation or settings.
  3. SMTP Port Number: Enter the port number your email provider uses.
  4. Username: Optionally, enter the email address linked to your SMTP account.
  5. Email: Enter the email address you'll be sending from.
  6. Password: Enter the password for your SMTP account. Some providers, such as Zoho, require an application-specific password rather than your regular login password.

Saving the Settings

Once you've filled everything in, save your changes. Your SMTP provider will then be connected to the CRM and ready to send emails.

That's it. Once saved, run a quick test to confirm emails are delivering correctly.