Mail Manager

Vtiger CRM Mail Manager

June 14, 2021
Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Tickets and To Dos from the emails that you receive in your inbox. Should sender’s email id match with a record in vtiger CRM, you can perform more actions like, Attaching email, Adding To do, Comment and Ticket. Additionally, you can manage composing, replying, forwarding emails etc. In short, Vtiger CRM Mail Manager provides an excellent feature using which a user can create new records from the email and update the existing one.   Steps Configure Incoming Mail Server Go to settings and select Mail manager While accessing it for the first time, it will take you to the configuration page. From here user can configure the mailbox Once , user click on the configure mailbox, it prompts to select email provider to receive all