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How do I set up My Mailbox with the auto-forwarding option?

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You can set up your mailbox in two ways:
  • Auto-forwarding (or one-way sync): Auto-forwarding or one-way sync brings emails from your email client into Vtiger CRM. Emails that are forwarded from your email client come into Vtiger CRM through Mailroom.
  • Two-way sync: Two-way sync enables the movement of emails between your email client and Vtiger CRM.
    • By enabling two-way sync, you can bring emails from your email client into your mailbox and emails from your mailbox into your email client.

Follow these steps to set up My Mailbox using auto-forwarding or one-way sync:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Select Inbox.
  5. Select the Configuration icon in the top right corner. A Mailbox Settings window opens.
  6. Click My Mailbox.
  7. Click +Add My Mailbox. The My Mailbox Setup window opens.
  8. Choose the Forward incoming emails and CC Vtiger address on the outgoing emails option and click Go >. An Adding My Mailbox dialog box appears.
  9. Select or enter the following details in the Adding My Mailbox dialog box:
    1. Address: Enter your email address.
    2. Add BCC address for replies: Enter your BCC email address (optional).
  10. Click Save.
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