Help › Email & SMS
Connecting your email
Send from the CRM and get replies back on the contact record.
Settings → Email. There are two halves, and they are separate.
Sending (SMTP)
What you need from your email provider: the SMTP host, the port, your username and password.
Use Test sending once saved. It logs in exactly the way a real send would, so it proves the details rather than the spelling.
Use an app password if your provider offers one, not your main account password. If you ever change it, only the CRM breaks — not your phone and your laptop as well.
Receiving (IMAP)
The same again, for reading. Once connected, replies from your contacts appear in Conversations and on the contact's own page, so the whole thread is on the record instead of in one person's inbox.
Receiving depends on a scheduled job on the server checking the mailbox every few minutes. If replies are not arriving, that is the first thing to check with whoever set the platform up.
Security
Pick TLS or SSL, not None. None means your password crosses the network in the clear, and it is only ever reasonable for a mail server running on the same machine.