Email Inbox Setup (Office 365)

To set up an email inbox as a White Cup CRM user:

1. Select the Tools dropdown and click Inbox.
2. A message appears indicating that the user’s inbox has not been configured. Select Continue.

3. Select Add New Credential. 

   

4. A dropdown appears. Select the type of inbox you would like to configure. After choosing the type of inbox, select Add New.
5. The New Email Account screen appears. Select the Log in to Email
6. A sign-in screen appears. Enter your email credentials and complete the sign-in process. If you receive a message that admin consent needs to be granted, please follow these steps to enable Outlook connection to White Cup CRM for your team. 
7. Once successful, you are re-directed back to the New Email Account screen where the Sender Name automatically populates with the email account holder’s name. The next step is to enter in a Credential Name. This will be the inbox name when displayed in WCCRM.
8. After entering in the Credential name, select Save.
9. The Setup Inbox message appears. Select Configure My Inbox.
10. The Configure My Inbox screen appears. Note the credentials name you provided displays in the Inbox Name field, and your configured email displays in the Email Credentials field. Select Create.
11. The email inbox appears and is ready to use in WCCRM.