If you are using Outlook/Microsoft 365, the following is important to note as there can be some challenges with some Microsoft users depending upon how your company has setup your email servers.

  • Make sure you know your login info to your Microsoft email account.
  • If you are unable to connect and you are certain you have the right login information, that means you will need to request the ability to login to your exchange server from your IT admins at the company you work for because you currently do not have it.  (This is somewhat common for large mortgage companies.)
  • If you do not have Outlook Exchange server access at this time, just use Gmail for now (this can be changed later on). By doing it this way, we can proceed with setup while you get the needed permissions from IT and update to your outlook email later.
  • Do not select the default email option. It will not work. If you cannot use Outlook due to work restrictions, or lack of login information, just synchronize a Gmail account.
    If you need to create a new Gmail account just go to gmail.com to do that.
  • If you already have a Gmail account but need a new one this will show how to do that: Click For Video On Setting Up A 2nd Gmail Account ).
  • The email address you use to signup with does not have to be the one you synchronize the CRM with. You could sign up with bob@hotmail.com and send emails from bob@mortgagecompany.com.
  • While this is a rare case, it is true that you may have a Gsuite (which is professional gmail) as your email server but are using Outlook to manage it, in which case you would actually need to sign-in and synchronize your email from gmail.  When connecting the system, it will usually know this inherently and redirect you to the appropriate sign-in location (either Microsoft or Gmail).