Setting Up Email Accounts

The iQuote can send and receive e-mails with tasks to be done, estimates requirements, proposal etc. This guide explains how to set up those features.

In order to set up and use emails in iQuote the user has to implement the following steps:

Set up the email provider

Create the email accounts and link them to a provider

Define the uses for each account in the email services

All of the steps above are described in detail in this document.

Note: This section was written for contexts where the iQuote system has already been preconfigured and it’s necessary only to add the functions specific for this particular scenario. If the system is not set or there are doubts about its records or functions refer to the iQuote user guides, the Online Help or reach out to our support team.