Managing Email
One of the major modes of communication in any business is via email. When such is the case, imagine how easy it would be to view all the email conversations related to a contact or account right from Bigin?
Bigin allows you to configure your IMAP account with Bigin. This allows you to send email, view interactions with a record from Bigin itself, without switching multiple tabs.
What is IMAP?
IMAP (Internet Message Access Protocol) is a standard email protocol, that stores the messages on the server, but allows you to send and manage your messages right from Bigin. The main advantage is that, you can sync your emails across various devices.
Configuring IMAP account
- Go to Setup > Email.
Choose one from the popular email services. - Enter Username, Email Address, Password and click Continue.
- Click Server Details to view the Incoming and Outgoing server details.
This is automatically filled up for you. - 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.
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