Setting up email accounts

(ADMIN) Home > Mass mail > Email Accounts

Mail accounts must be set up for users with the roles "Operator", "Super Operator" and "Manager" (Sales Manager). This will allow the following to be realized:

• Users will be able to send emails from Django CRM through their email account.
• The CRM will have access to the user's account and will be able to import and link to Deals letters sent not from CRM (if there is a corresponding ticket in the letters).
• Users will be able to import requests from email into CRM.
• When performing a newsletter mailing, CRM will be able to send emails through the user's account on the user's behalf.

Fields

"Main"

One user can have several accounts, but sending work emails from CRM will be done only through the account marked as "Main".

"Massmail"

Mass mailing can be sent through all accounts marked "Massmail".

"Do import"

The mark "Do import" should be made for accounts through which managers conduct business correspondence or for accounts specified on the company's website, as they may receive requests from customers.

"Email app password"

The "Email app password" field value is specified for those accounts where you can set a password for applications. In this case, CRM will use it when logging in to the user account.

Section "Service information"

This section displays statistics and service information of CRM activity in this account.

Section "Additional information"

Here you need to specify the account owner and its department.
The other fields are described in detail in the Settings section of Django documentation.