How Can I Update My Email Addresses to Work in the CRM System?
To ensure your email addresses are functional within the CRM system, you need to update your email domain's DNS records and complete a verification process. Below are the steps to guide you through this process.
Overview of the Process
Updating your email addresses involves two main steps:
Adding specific DNS records to your email domain.
Notifying the support team for verification after the DNS records are updated.
Steps to Update Email Addresses
1. Obtain DNS Records
The CRM system will provide you with the necessary DNS records that need to be added to your email domain.
The agent will provide you with these records directly in the chat.
2. Update Your Email Domain
Log in to your domain hosting provider (e.g., GoDaddy, Namecheap, etc.).
Navigate to the DNS settings for your domain.
Add the provided DNS records exactly as instructed. This step is crucial for ensuring proper email functionality.
3. Notify the Support Team
Once you have successfully updated the DNS records, contact the CRM support team to inform them.
The support team will verify the DNS records on their end and confirm that your email addresses are now functional within the CRM system.
Important Notes
Ensure that you follow the instructions for adding DNS records carefully to avoid errors.
If you encounter any issues during the process, reach out to the support team for assistance.
By following these steps, you can seamlessly integrate your email addresses into the CRM system and ensure they function as intended.