FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities?
How do I duplicate email templates?
How do I delete an email template in Vtiger CRM?
How do I create an email template in Vtiger CRM?
How do I edit a template using HTML source code in Vtiger CRM?
What actions can I perform in an email?
How can I setup my Reply-To email for cases and ad-hoc emails?
What is the purpose of an Email Feedback Loop?
What is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM?
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed?
How do I set up My Mailbox with the auto-forwarding option?
Table of Contents
You can set up your mailbox in two ways:
Follow these steps to set up My Mailbox using auto-forwarding or one-way sync:
- 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:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Select Inbox.
- Select the Configuration icon in the top right corner. A Mailbox Settings window opens.
- Click My Mailbox.
- Click +Add My Mailbox. The My Mailbox Setup window opens.
- Choose the Forward incoming emails and CC Vtiger address on the outgoing emails option and click Go >. An Adding My Mailbox dialog box appears.
- Select or enter the following details in the Adding My Mailbox dialog box:
- Address: Enter your email address.
- Add BCC address for replies: Enter your BCC email address (optional).
- Click Save.
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