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Troubleshooting connected email accounts
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== Step-by-Step Instructions == Below are step-by-step instructions to address common issues when connecting your email account: === Issue 1: Unable to Connect Your Email Account === 1. **Verify Your Password**: - Ensure that the password you are using is correct. If you are uncertain, reset your password through your email provider. 2. **Check for Two-Factor Authentication**: - If you have enabled two-factor authentication, you may need to disable it or generate an application-specific password to complete the connection. 3. **Port Configuration**: - Confirm that you are using the correct ports: - For SMTP (sending mail): Use ports 587 or 465. - For IMAP (receiving mail): Use port 993. 4. **Email Provider Compatibility**: - Some email providers do not support IMAP. Contact your email provider to confirm if this is the case. 5. **Login with Branded Account Name**: - If you are using a CNAME to mask your account name, ensure you log in with the branded account name to complete the email synchronization. === Issue 2: Emails Sent to the Contact Do Not Appear === 1. **Check Email Status**: - If an email was sent from your connected email account and subsequently moved to the trash, it will not appear on the contact's profile page. Move the email back from the trash to retrieve it. 2. **Validate Open Deal**: - Ensure that the contact has an Open deal in the system. If the contact does not have an active deal or if it is marked as Won, the email will not be displayed. === Issue 3: Emails Received from the Contact Do Not Appear === 1. **Confirm Email Addresses Match**: - Verify that the email address connected to Deals is the same as the email address listed in the "From/To Details" of your 1:1 email communication. Replies from the contact will only appear if these addresses match.
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