In Prospect 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. However, you can choose to send emails from the CRM using your own domain instead if you'd prefer.
Step 1: Register the Domain
A user with CRM 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 recipients email address and clicking the 'Send' button.
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.
