Legrand Cloud CRM enables you to send emails to your contacts directly from your CRM database. To enable email functionality within Legrand CRM, you will need to obtain the outgoing email settings from your email provider. There are two alternative methods to obtaining the outgoing email server settings and these settings are frequently referred to as SMTP settings.
If you are accessing your email on a smart phone, go to Settings > Mail, Contacts, Calendars > Account to review the details. The information you need might be listed.
To configure your outgoing email setting, go to the administration panel in Legrand Cloud CRM. Under ‘User Preferences’ click on ‘Email Configuration’.
In the email configuration window, type in your outgoing email details. To find out your outgoing email server you can simply search on the internet e.g. ‘SMTP Settings for Microsoft365’.
Note: Email providers may have different ports to send outgoing emails. The three ports are typically: 465, 587, and 25. Some ports require you to tick the checkbox ‘SSL’ and other ports do not. You may need to try up to six combinations (sending a test email after each selection) before you have identified the correct port to use and whether SSL needs to be selected or not.
The ‘User Name’ is your work email address. For example, email@example.com or firstname.lastname@example.org. The ‘Password’ is the same password for your email account. After you enter the email settings, click ‘Test Email’ to ensure that your email is successfully connected to Legrand Cloud CRM. After you successfully connect to your email, click ‘SAVE’.
Note: When sending a test email, select a different email than the email associated with your CRM user login.