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 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.
NOTE: We're sorry, but the automated process for registering your custom email domain is temporarily disabled. There is now a requirement to setup DKIM Validation as well as setting SPF Records. At the moment, DKIM Validation isn't fully automated so please contact help@prospectsoft.com and we will help you through this process.
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.
Step 2: Complete DKIM Validation
Please contact us via help@prospectsoft.com to complete your DKIM validation.
Step 3: Update SPF Record
The domain's SPF record will also need updating to include the below information. You'll most likely need to contact your domain provider to get this added.
include:sendgrid.netFor example, if the existing record is v=spf1 a:smtp.myispname.net -all, then you'll need to adjust it to this:
v=spf1 a:smtp.myispname.net include:sendgrid.net -all
Going forward, emails sent by any CRM users from the CRM will be from their own email domain!