SMTP Email Settings Configuration Guide

Accessing Email Settings

1. Open OKICRM.PRO:

   • Launch your web browser.
   • Go to the OKICRM.PRO URL: yourcompany.okicrm.app.
   • Log in with your credentials.

2. Navigate to Email Settings:

   • In the left sidebar, scroll down and click on Settings.
   • Under App Settings, click on Email.

Configuring Email Settings

1. Email Sent From Address:

   • Enter the Email Address:
     • Type the email address that will appear as the sender in outgoing emails.
     • Example: noreply@okicrm.pro.

2. Email Sent From Name:

   • Enter the Sender Name:
     • Type the name that will appear as the sender in outgoing emails.
     • Example: Marketing Balloon.

3. Use SMTP:

   • Enable SMTP:
     • Ensure the Use SMTP checkbox is checked to enable SMTP settings.

4. SMTP Host:

   • Enter the SMTP Host:
     • Type the SMTP server address provided by your email service provider.
     • Example: mail.privateemail.com.

5. SMTP User:

   • Enter the SMTP Username:
     • Type the username for the SMTP server, usually your email address.
     • Example: noreply@okicrm.pro.

6. SMTP Password:

   • Enter the SMTP Password:
     • Type the password associated with the SMTP username.

7. SMTP Port:

   • Enter the SMTP Port:
     • Type the port number used for the SMTP server.
     • Example: 465.

8. Security Type:

   • Select Security Type:
     • Choose the security protocol used by the SMTP server from the dropdown menu.
     • Example: SSL.

9. Send a Test Mail To:

   • Optional:
     • Type an email address to send a test email to verify the SMTP settings.
     • If you do not want to send a test email, leave this field blank.

Saving Settings

• Save Configuration:
  • After entering all the necessary details, click the Save button at the bottom of the page to apply the new email settings.