Communication
Mailboxes and email settings
Connect and manage sender identities used by CRM communication
Mailboxes controls connected sending accounts and the identities available to Inbox, outreach, and sequence workflows
What this workspace includes
- Mailbox connections
- Sender identity
- Email preferences
- Connection status
Complete workflow
- 1
Open mailbox settings
Choose the intended account
- 2
Connect or review
Complete the displayed service flow
- 3
Set preferences
Confirm sender identity and behavior
- 4
Test in context
Prepare a supported message
How records and settings behave
- Available senders follow active connections
- Mailbox scope controls where it can be used
- Email preferences shape supported behavior
Working effectively
- Use monitored sender addresses
- Review connection status regularly
- Confirm reply handling
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Mailboxes and email settings?
Choose the intended account
When is my work saved?
Available senders follow active connections
How do I confirm the result?
Return to the related list or detail view and review its current status. Email preferences shape supported behavior