Integrate your personal email with Qobrix

With the Qobrix CRM System, you can track all activities associated with a client over the sales lifecycle. This includes emails exchanged or sending property information directly to a potential client at the click of button. Sending emails to potential clients can be easily done through the Leads and Properties modules.

Through Leads:

Qobrix Leads-view activities
Qobrix Leads-create new email

Through Properties:

Qobrix Properties - view activities
Qobrix Properties - send email

Gather the necessary information

To set up your personal e-mail you will need the following information:

  • Email details
    • Email address: the email address you would like to use
  • Incoming Mail Details
    • Email host
    • Email Username: the username used for your email account, usually your email address
    • Email Password
  • SMTP Details
    • Email host
    • Email Username: the username used for your email account, usually your email address
    • Email Password

If you don’t have these details, you can contact your system administrator or find them through your email client.
For example, in Outlook you can find this information under settings/mail/Sync email

Outlook settings email setup

Configure your personal email

Once you have all your information on hand, you can access the email configuration settings by going to:

<system domain>/settings/my

For example: demo-import.eu.qobrix.com/settings/my

Qobrix Email setup settings

Step 1: Select personal email

To setup your personal email, select the Personal Email option.

Qobrix Email setup settings - personal email

Step 2. Complete the required information

Using the information you collected in the previous step, complete the fields in the form.

Qobrix Email setup settings - personal email details

Completed example for Gmail users:

Qobrix Email setup settings - Gmail example

Step 3. Submit

Once you have completed the form, press submit and your e-mail configuration is complete

Qobrix Email setup settings - submit

You can now go back to the Leads or Properties module and navigate to activities to create a new email message.