Mail Manager

When setting up an incoming mail server, it must be done by every user you have in your Second CRM account as it will require the user name, password and email ID for each user.

How to use

Select your email provider to receive all emails right in Second CRM. If your email provider is either Gmail, Yahoo, or Fastmail, then mail server name will be automatically populated. Otherwise, you will have to input the server name or IP address manually.

To setup Incoming Mail:

  1. Go to All > General > Mail Manager menu at the navigation area.
  2. Under Settings tab, select your email provider as shown below:

    mailmanager

  3. Input your user name and password.
  4. Select a Refresh time.
  5. Once done, click the Save button.

If your mailbox is not configured yet, you will be navigated to Settings. If your mailbox is already configured, you can find Settings on the left.

If you have received an email from an address that either does not match or does not exist as a record in Second CRM, you can input it as a Lead, Contact, Account, or Ticket from within your email.

To create records from your email:

  1. Click on email to open.
  2. On the right side of page under Related Records, a look-up is displayed based on email ID. Click on the Actions to open a drop-down menu as shown below:

    mailmanager1

  3. Click on either Add Leads, Add Accounts, Add Contacts or Add Tickets.
  4. Modify values in the pop-up if necessary, and click Save.

If the email address matches an existing record in Second CRM, you can add a To Do, Ticket, or Comment, or attach the email to a corresponding record.

To update a record from your email:

  1. Click on the email to open it.
  2. On the right side of page under Related Records, a look-up is displayed based on email ID. Click on the Actions to open a drop-down menu as shown below:

    mailmanager2

  3. Click to select either Add ToDo, Add Ticket, Add Comment or Attach Email.
  4. Modify values in the pop-up if necessary, and click the Save button.

You are allowed to setup multiple email and switch between one mailboxes to another in Second CRM.

To add multiple email:

  1. Go to All > General > Mail Manager menu at the navigation area.
  2. At the top of page you click on add button as shown below:

    add new mail

  3. Then, below screen will appear where you can setup your mailbox.

    setup new mail


    setting new mail
  4. Once done, click Save button.
  5. The new mailbox will appear in the dropdown list as shown below where you can switch between one mailbox to another:

    select new mail



Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.