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How To Configure The Mailbox In The CRM

IN THE CRM

1. Go to "Setup" in the left menu.

2. Inside "Setup" go to "Settings".

3. Go to "Mailbox Settings" in the left column.

4. Enable the mailbox and enter your "IMAP Server", then press "Save Settings" below.

5. After enabling the mailbox, go to "Mailbox" in the left menu.

6. Navigate to "Configuration".

7. Fill in all the mandatory fields marked with *, type your "Email" and "Email Password" and press "Save".

How to set up staff permissions

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Whatsapp Integration

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How To Create An Admin

An Admin has more functions and permissions than a user. An admin role will give you an access to c...
How To Add Balance To An Account

IN THE CRM 1. Go to "Traders" in the menu on the left side of the page. 2. Choose a trade...
How To Apply For A Subscription

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