Configuring Email Client Account
You can sync your Gmail or Outlook account to your R2CRM login.
Follow either of the steps described below.
The below steps are explained for Office 365 integration.
Sign-in Into R2CRM Application.
On the top right corner, mouse hover the user initials.
Click Sign-in to Office 365.
Figure 10.0: Sign-in to office 365
Key in your e-mail address, and click the Next button to enter password.
Figure 10.1: Sign-in with your Office 355 Username
Enter your password and click Sign in button.
Figure 10.2: Sign in window- Password
If the popup window does not appear, make sure to allow popup in your browser. Your browser would show an icon (usually beside location bar) if the popup got blocked.
When you login for the first time, you need to enable authorization from your outlook account to CRM to access e-mails.
Click Yes in the access info window as shown below to accept the terms and conditions and allow access to your inbox.
This essentially means that CRM can now access your inbox.
You have successfully signed into your O365 outlook account.
The below steps are explained for Gmail Integration
Sign-in Into R2CRM Application.
On the top right corner, mouse hover the user initials.
Click Sign-in to Gmail.
Figure 10.0: Sign-in to your Gmail Account
Key in your e-mail address, and click the Next button to enter password.
Figure 10.1: Sign-in with your Google Username
Enter your password and click Sign in button.
Figure 10.2: Key-in your Password
If the popup window does not appear, make sure to allow popup in your browser. Your browser would show an icon (usually beside location bar) if the popup got blocked.
When you login for the first time, you need to enable authorization for your Google account to CRM to access e-mails.
Click Yes in the access info window as shown below to accept the terms and conditions and allow access to your inbox.
This essentially means that CRM can now access your inbox.
Figure 10.3: Access permission window
