Legrand CRM’s email configuration consists of two options: Send Via Outlook and Send direct from Legrand CRM (Recommended). To configure your email settings, go to the administration panel in Legrand CRM. Under ‘User Preferences’ click on ‘Email Settings’.
The main server configuration is typically the same as your Outlook account. The Sender Email may be a sales business email address. For example, firstname.lastname@example.org or email@example.com. The ‘User Name’ and ‘Password’ is your Outlook login email address and password.
Send via Outlook: The email attached with the quote is created in Outlook. Sending quotes to contacts requires internet connection. If you are not connected to the internet, the email will remain in your Outlook until Outlook connects to your mail server.
Send direct from Legrand CRM (Recommended): The email attached with the quote is sent directly from Legrand CRM to the recipient. Sending quotes directly to contacts from Legrand CRM requires email configuration and internet connection.