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: email@example.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.
Step 3: Set up SPF record
An SPF (Sender Policy Framework) Record is a TXT file which contains a list of hosts authorised to send e-mail on behalf of a given domain.
If you have issues with emails not sending or not being received (for example, after a customer confirms an order on your website and does not receive a confirmation email) it's likely your SPF record does not contain the correct hosts.
This is something that your domain provider will be able to help you set up.
You need to ensure your SPF record contains include:sendgrid.net
For example, if the existing record is:
v=spf1 a:smtp.myispname.net include:google.com -all
It would need to be adjusted to:
v=spf1 a:smtp.myispname.net include:google.com include:sendgrid.net -all