Send CRM Emails Without Personal SMTP

Hi there,

Team members who haven't set up personal SMTP credentials can now send CRM emails using your company's system email account — so no one on your team is blocked from communicating with clients.

What's New:

- Users without personal SMTP configured can now send CRM emails using the company system email

- A Reply To field now shows the appropriate reply address so client responses are routed correctly

- Previously, users without SMTP were unable to send CRM emails at all

How to Use It:

- Navigate to any customer profile

- Click on the Communications tab

- Click on the Emails option and fill out the email information and click Send Email

Benefits:

- Every team member can send CRM emails regardless of their individual email configuration

- Clients can still reply directly to the right person via the Reply To address

- No delays in client communication while waiting for SMTP setup

If you have any questions, please reach out to our team through the chat or by emailing [email protected].