Managing Email
IMAP Configuration
Configuring IMAP account
- Go to Settings (
) > Email.
Choose one from the popular email services. - For Gmail, Microsoft 365 and Outlook Mail services, sign in to the respective email account directly from Bigin.
- For Zoho Mail and Other Mail, enter Username, Email Address, Password and click Continue. Some Email services require an app-specific password to configure in Bigin. To learn more about app-specific passwords, read Generate App Specific Passwords.
- Click Server Details to view the Incoming and Outgoing server details.
This is automatically filled up for you. If you are configuring IMAP for 'Other mail' you must enter the server details manually. - Choose Email Sharing Permissions.
You can choose from:
Private - Conversation with your customers will be visible only to you.
Public - Anyone can view the conversation. - Click Save.
Manually associating emails to deals
Note:
- Single Deals : If a contact is associated with just one deal, any sent mail sent prior to IMAP configuration will be linked to that particular deal.
- Multiple Deals : In the case where a contact is associated with multiple deals, the sent mail will be linked to the last modified deal among the multiple deals associated with that contact. This ensures that the email correspondence is appropriately tied to the most recent deal activity.
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