Original Question:
Larry Gatz asked:
“When I receive an email reply, the emails show up in Agent CRM, but they don’t show up in my email inbox… is there a way to correct this?”
Answer:
Yes! You can set up a forwarding address in your SMTP service to ensure that all email replies received in Agent CRM are also delivered to your personal inbox.
Follow these steps to configure email forwarding in Agent CRM:
How to Set Up Email Forwarding in Agent CRM
1. Navigate to SMTP & Mailgun Services
- Log in to your Agent CRM account.
- Click on Settings in the left-hand menu.
- Select SMTP & Mailgun Services from the settings menu.
2. Add Your Forwarding Email Address
- Locate the Forwarding Email field.
- Enter the email address where you want to receive a copy of all replies.
3. Save Your Settings
- Click Save to apply the changes.
- Your email replies will now be forwarded to your designated inbox in addition to appearing in Agent CRM.
Why Are Emails Only Appearing in Agent CRM?
By default, replies to emails sent through Agent CRM are routed back into the CRM for tracking and automation purposes. However, if your personal inbox is not receiving a copy of these replies, setting up SMTP forwarding ensures you don’t miss any responses outside of Agent CRM.
More Resources
To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:
- Double Your Client Retention with Mailbox Power and Agent CRM
- Setting Up Your Phone Number in Agent CRM: A Step-by-Step Guide
- Why High Level’s Conversational AI Fails Insurance Agents (And What to Use Instead)
Watch and Learn
For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:
