Ton Franklin asked us, “Can I add staff members’ email addresses to SendGrid and have CRM send from them?” “Yes! You can log in to your own Sendgrid account by using the details on the “Sendgrid Credentials” tab on your Agent CRM’s left-side menu. Once…
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Jon Jordan asked us, “Should we authenticate our domain in SendGrid? I have single users authenticated but not the domain DNS.” “No need, you can just add senders, verify them, and use them as senders on all of your emails going out.”
James Denezier asked us, “How do I set up for the person to receive an email after filling out my intake form. Also, how do I make sure the emails don’t go into Spam folder of the client?” “You can use a workflow to immediately…
Walter Dublico Jr. asked us, “Hi there Branning Group, may I ask how do I verify the email of my staffs in order they can send emails using the email they are using?” “Are you referring to your Sendgrid account that you are using as…