You can connect any mailbox to your Onpipeline account.
Just go to Settings / Email and enter your credentials to connect
- IMAP account (reads emails)
- SMTP account (sends email)
At user level you can configure your “personal email”, if you are an Admin you may add one email account (IMAP+SMTP) for each Team. The system can work only with a team email if you don’t want to use personal emails. Each users in the Team will be able to read and write form the Team’s email. You are always free to use both personal emails and team emails.
IMAP
You can choose the time from when to retrieve the messages (from today up to 6 months before). Once the system connects to your account (valid credentials) you will be required to choose which folders to sync.
If you decide not to sync everything, the messages within the synced folder will be connected to deals and contacts, but you might have some difficulties in filtering sent emails. Also in your external email client you don’t have to forget to move emails from Inbox and Sent Mails to the synced folders.
As Onpipeline works like any email client we always suggest that you sync at least Inbox and Sent Mail for the system to work as expected (without losing messages in case you forget to move messages to the synced folder).
If the application takes too long to respond, you have likely entered a wrong host name or port and Onpipeline is waiting the mail server response / timeout.
SMTP
This email account is used to send emails from the system. If not configured Onpipeline is not able to send email (write a new message, reply, etc.). Whereas the IMAP configuration checks your credentials automatically, the SMTP includes a separate “Test eMail” function.
A few smtp servers do not automatically save sent messages to the Sent Mail folder of your IMAP. For example, Gmail saves those messages automatically, but you might experience this issue with other providers. In order to solve this Onpipeline, like other email clients, creates a folder named “Sent” in you IMAP and saves there a copy of the messages sent with Onpipeline. If you want to avoid seeing 2 “sent mail” folders just go to settings/mail and deselect one of the folders, then click save.