The Email Account can be configured in the Cadence » Settings » Email Settings tab.

NOTE: If no email settings have been performed, then:

• A hyperlinked message ‘Your email account is invalid. Please click here to update your information’, under the Cadence header. Upon clicking this link, you will be redirected to the Settings » Email Settings tab.

• Emails sent from Cadence (processed through Email Touch or Send One-Off Email) will not be delivered until the Settings have been done.

You can find three email server types, which can be used to send emails to the prospects:

• Gmail
• Office365 – Basic and Oauth
• Microsoft Exchange – Exchange 2007, Exchange 2010, Exchange 2013, and Exchange 2016

Below you can find how to configure your Email Account:

1. In the Email Account section, select a Server Type from the dropdown.

NOTE: Based on the Server Type selection the fields in the Email Account section will differ.

2. Enter the Email, User Name, and Password in the respective fields.

3. Click on the Save Email Account button. After your account has been authenticated, you will be notified with a green checkmark ‘Your Email Account is Verified’.

4. You can configure your Email Signature in the Email Signature section. The Email Signature will be automatically added to the bottom of an Email.

NOTE: You can disable the Email account configured for a specified date range. Please refer to How do I disable an Email Account? for detailed information.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.