Email Setup

IMPORTANT NOTE FOR GMAIL USERS

To set up your email in GMail, please click here.

To set up your email in the REfindly CRM, first visit the Mail Center from your dashboard.

If you have never set up your email, the Settings tab will automatically load. Otherwise, click Settings.

Choose your email provider from the list.

For most email providers, the Server Address, Server Port, and Encryption settings will be filled automatically.  Click Here if your provider is not on the list. IMPORTANT NOTE: Your email provider must offer IMAP email, not just POP, in order to interface with REfindly's CRM.

Enter your Username (your email address) and Password for both the Incoming Mail Server and Outgoing Mail Server.

Click the  button.

You should see a popup display that looks like this:

Your email is now configured in the REfindly CRM!

Other Providers

If your Email provider is not listed on the Select Your email provider list, choose the Other Account option.

You will need to enter your Server Address, Server Port, and Encryption settings manually for both the Incoming Mail Server and Outgoing Mail Server sections. You can usually find this information in your Email settings. You may need to contact your email provider to get the correct information.