In the CRM, you can quickly and easily send emails directly from the CRM rather than having to open up your email client, like Outlook or Gmail. By sending them directly from the CRM, emails are automatically logged under the Documents of the CRM record you're sending an email from.
By default, any emails you send from the CRM will be sent from the following email address: crmemails@prospect365.com. Emails you send out using this address will have a reply-to that means you will still get their replies to your inbox.
You can instead choose to send emails from the CRM using your own domain. This is the recommended way to send an email from the CRM. Sending from your own domain will help avoid emails going into Customers Junk/Spam folders as well as giving your emails a more professional look.
Verifying your domain will also mean that links in your emails sent through the CRM will have your own personal link branding, appearing as your domain in the URL rather than a generic SendGrid link, which will help to improve email deliverability!
Step 1: Register the Domain
A user with Organizational Admin rights will first need to register the domain you'd like to use via this link. Type in the domain you wish to register and click the '+ Add Domain' button.
Step 2: Verifying Domain
A pop-up will appear providing you with instructions on how to verify your domain with the necessary changes for your DNS record.
You'll most likely need to contact your domain provider to get this added. If you need to send these instructions to a colleague, use the 'Email instructions to' option by typing in the recipient's email address and clicking the 'Send' button.
Note: the DKIM records will be need to be set up as type CNAME - not TXT - with your domain provider in order for this to verify as expected.
Once you've followed the instructions provided and completed the changes to your DNS Record, you'll be able to click the 'Verify' button or you can select the 'Verify Later' option if you need to do this at a later date.
Once verified, you're ready to go!
Please Note: If you have internal DNS on your network, you will need to add these CNAME records there too, otherwise accessing the links sent from emails internally on your network will not work due to how the internal DNS handles the personally branded links.
Next, take a look at configuring and enforcing single sign on.