How to Setup Email for Gmail, AOL, or Microsoft Office 365
Summary
This article explains how to setup email in
SalesPRO for two commons email carriers: Gmail and AOL. Setting up
email allows you to send quotes and orders from SalesPRO, via email
using predefined templates. For more information on emailing from
SalesPRO, refer to How to Email Quotes, Sales or Orders from SalesPRO.
Gmail Instructions
- Before we begin setup in SalesPRO, we need to make a slight adjustment in Gmail. Login to your Gmail account.
- Click on My Account.
- On the My Account Window, Select "Sign In & Security".
- Scroll down to Allow less secure apps and move the slider bar to ON.
From Within SalesPRO
- Click on the Solatech logo in the upper left corner, then choose Application settings at the bottom of the list.
- Once in Application Settings, click on Email in the left hand columb to view the Email Sending Method window.
- Make sure that "All email should come from one company account" is selected.
- Click on the link Apply settings for common email carriers.
- Select Gmail.
- The outgoing mail server (SMTP) will be populated with smtp.gmail.com.
- In the sender e-mail address field, enter your email address. (example: mycompany@gmail.com)
- Place a check mark next to SMTP server requires authentication.
- In the User Name field, enter your email address. (example: my company@gmail.com)
- In the Password field, enter your email password.
- Use the 'Test Email Settings' at the bottom to send yourself an email and test the setup.
- You must use a different email address than the one used in setup to send the test email.
- You will receive notification that a test message has been sent to your Email account.
AOL or Microsoft Office 365 Instructions
- Using the same instructions as above, starting with 'From Within SalesPRO', choose your appropriate email server when prompted.
- For AOL-
- Place a check mark in the box SMTP Server requires a SSL/TLS Connection
- Place a mark in the circle Issue a STARTTLS command
- Use the 'Test Email Settings' at the bottom to send yourself an email and test the setup.
- You must use a different email address than the one used in setup to send the test email.
- You will receive notification that a test message has been sent to your Email account.
Applies To:
- SalesPRO Software
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