Setup – Inmobalia CRM Docs https://docs.inmobalia.com Wed, 23 Apr 2025 13:43:37 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.4 How to configure user’s SMTP mailing settings for Office 365 accounts https://docs.inmobalia.com/1352-how-to-configure-users-smtp-mailing-settings-for-office-365-accounts https://docs.inmobalia.com/1352-how-to-configure-users-smtp-mailing-settings-for-office-365-accounts#respond Wed, 23 Apr 2025 13:39:07 +0000 https://docs.inmobalia.com/?p=1352

First of all, the SMTP Authentication must be enabled by the Administrator of your Microsoft 365 email accounts. Here the steps the Admin must follow:

Use the Microsoft 365 Admin Center to enable or disable SMTP AUTH on specific mailboxes

  1. Open the Microsoft 365 Admin Center and go to Users > Active users.
  2. Select the user, and in the flyout that appears, select Mail.
  3. In the Email apps section, select Manage email apps.
  4. Verify the Authenticated SMTP setting: unchecked = disabled, checked = enabled.
  5. When you’re finished, select Save changes.

 

Once enabled, Inmobalia Administrators must complete the SMTP configuration for every user. Without this information the user will not be able to send emails from the CRM. If you don’t know the SMTP details of your email accounts please contact your IT specialist who will help you get them from the email account settings. When you have them, just follow these steps to put them in the CRM.

A. Click on Settings, Users and then click on the user you want to edit.

Click on Settings, Users and then click on the user you want to edit.

B. Click on Email tab

Click on Email tab

C. Click the checkbox Enabled SMTP

Click the checkbox Enabled SMTP

D. Include the SMTP Host, SMTP Security, SMTP Username (your email address) and SMTP Password (your email password).

Include the SMTP Host, SMTP Security, SMTP Username and SMTP Password.

E. Finally, click on Test SMTP to check if the configuration is correct.

Finally, click on Test SMTP to check if the configuration is correct.

 

 

]]> https://docs.inmobalia.com/1352-how-to-configure-users-smtp-mailing-settings-for-office-365-accounts/feed 0 How to manage the settings for the Contact Follow-up https://docs.inmobalia.com/1318-how-to-manage-the-settings-for-the-contact-follow-up https://docs.inmobalia.com/1318-how-to-manage-the-settings-for-the-contact-follow-up#respond Tue, 29 Oct 2024 13:22:36 +0000 https://docs.inmobalia.com/?p=1318  ]]>

 

]]> https://docs.inmobalia.com/1318-how-to-manage-the-settings-for-the-contact-follow-up/feed 0 How to create and manage Users Groups https://docs.inmobalia.com/1167-how-to-create-and-manage-users-groups https://docs.inmobalia.com/1167-how-to-create-and-manage-users-groups#respond Tue, 13 Jun 2023 11:53:08 +0000 https://docs.inmobalia.com/?p=1167

For better user management, Administrators can create Users Groups. This will allow users to be included in one or more groups and thus carry out certain actions in the system that only apply to certain users. Let’s see how to do it.

A. Go to Settings section and click on Users.

Go to Settings section and click on Users.

B. Click on Groups

Click on Groups

C. Type the name of the Group and Save it

Type the name of the Group and Save it

D. You can create as many Groups as you need

You can create as many Groups as you need

E. If you need to modify the name of the Group, click on Edit and save the changes

If you need to modify the name of the Group, click on Edit and save the changes

F. Close the Users Groups window

Close the Users Groups window

G. Back in the Users list click on any of the users if you want to include him/her in a Users Group

Back in the Users list click on any of the users if you want to include him/her in a Users Group

H. Go to Groups and select the group from the drop-down list

Go to Groups and select the group from the drop-down list

I. Click on Save

Click on Save

J. Back in the Users list you can use the Groups filter to find all the members of a Users Group.

Back in the Users list you can use the Groups filter to find all the members of a Users Group.

]]> https://docs.inmobalia.com/1167-how-to-create-and-manage-users-groups/feed 0 How to add Client Status https://docs.inmobalia.com/1143-how-to-add-client-status https://docs.inmobalia.com/1143-how-to-add-client-status#respond Wed, 18 Jan 2023 10:36:53 +0000 https://docs.inmobalia.com/?p=1143

The Client Status field is used to indicate how interested is a client in completing the transaction, which can help prioritise when managing clients. Each agency can create its own Client Status list. Let’s see how to do it.

1. In the menu go to Settings section and click on Agency settings.

In the menu go to Settings section and click on Agency settings.

2. Now, go to the Client Status tab and click on Add Client Status.

Now, go to the Client Status tab and click on Add Client Status.

3. Type the Client Status.

Type the Client Status.

4. Click on Save.

Click on Save.

5. The new Client Status is now in the list.

The new Client Status is now in the list.

6. Now, when you are creating/editing a Contact file you can any Client Status option in the field Lead Status.

Now, when you are creating/editing a Contact file you can use any Client Status option in the field Lead Status.

]]> https://docs.inmobalia.com/1143-how-to-add-client-status/feed 0 How to upload agency logos https://docs.inmobalia.com/647-how-to-upload-agency-logos https://docs.inmobalia.com/647-how-to-upload-agency-logos#respond Wed, 23 Mar 2022 10:25:01 +0000 https://docs.inmobalia.com/?p=647

You can upload your agency logos to use them in the different documents that you can produce in Inmobalia CRM. Watch how easy it is following these steps.

A. Click on Settings

Click on Settings

B. Click on Agency settings

Click on Agency settings

C. Click on Logos Tab

Click on Logos Tab

D. Click on Window Cards Upload

Click on Window Cards Upload

E. This is the size your Window Card logo must have: 2188×314 px

This is the size your Window Card logo must have: 2188x314 px

F. Click on this area to upload the pictures

Click on this area to upload the pictures

G. Browse your system to find the image and insert it

Browse your system to find the image and insert it

H. You can preview the logo

You can preview the logo

I. Click on Upload

Click on Upload

J. Click on Brochures Upload logo and follow the same procedure

Click on Brochures Upload logo and follow the same procedure

K. Size of the Brochure logo: 1800×540 px

Size of the Brochure logo: 1800x540 px

L. Click on Newsletters Upload logo and follow the same procedure

Click on Newsletters Upload logo and follow the same procedure

M. Size of the Newsletters logo: 1200×300 px

Size of the Newsletters logo: 1200x300 px

N. Done! Now your documents will show your agency logo.

Done! Now your documents will show your agency logo.

]]> https://docs.inmobalia.com/647-how-to-upload-agency-logos/feed 0 How to create an email template https://docs.inmobalia.com/645-how-to-create-an-email-template https://docs.inmobalia.com/645-how-to-create-an-email-template#respond Tue, 08 Mar 2022 08:32:57 +0000 https://docs.inmobalia.com/?p=645

Administrators can create email templates for the Agency in order to save time when sending an email. Let’s see how to create templates following these steps!

A. Click on Settings

Click on Settings

B. Click on Agency settings

Click on Agency settings

C. Click on Templates Tab

Click on Templates Tab

D. Click on Add template

Click on Add template

E. Write the text of the email template

Write the text of the email template

F. Write the name of the email template

Write the name of the email template

G. Use the Keywords to get contact details from the contact file

Use the Keywords to get contact details from the contact file

H. This is the way to use the Keywords in your template

This is the way to use the Keywords in your template

I. Click on Save

Click on Save

J. Now, when you write an email from the CRM

Now, when you write an email from the CRM

K. Finally, click on Templates selector and use the proper template.

Finally, click on Templates selector and use the proper template.

]]> https://docs.inmobalia.com/645-how-to-create-an-email-template/feed 0 How to disable a user https://docs.inmobalia.com/634-how-to-disable-a-user https://docs.inmobalia.com/634-how-to-disable-a-user#respond Thu, 10 Feb 2022 10:52:52 +0000 https://docs.inmobalia.com/?p=634

Administrators of the account can remove access from a user if needed. It’s as easy as you can see here in the following steps

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user you want to disable

Click on the user you want to disable

C. Select Disabled from Access drop-down menu

Select Disabled from Access drop-down menu

D. Finally, click on Save

Finally, click on Save

]]> https://docs.inmobalia.com/634-how-to-disable-a-user/feed 0 How to change user’s permission https://docs.inmobalia.com/631-how-to-change-users-permission https://docs.inmobalia.com/631-how-to-change-users-permission#respond Thu, 10 Feb 2022 10:26:40 +0000 https://docs.inmobalia.com/?p=631

Administrators of the account can easily change the level of access granted to a user. They just need to modify the user’s permission following these steps.

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user you want to modify

Click on the user you want to modify

C. Select the new permission for the user

Select the new permission for user

D. Finally, click on Save

Finally, click on Save

]]> https://docs.inmobalia.com/631-how-to-change-users-permission/feed 0 How to reset a user’s password https://docs.inmobalia.com/623-how-to-reset-a-users-password https://docs.inmobalia.com/623-how-to-reset-a-users-password#respond Thu, 03 Feb 2022 14:16:02 +0000 https://docs.inmobalia.com/?p=623

When a user needs as new password the Administrators can reset it easily. Let’s see how to do it.

A. Click on Settings and Users

Click on Settings and Users

B. Click on the user

Click on the user

C. Click on Reset Password and new credentials will be sent to user’s email

Click on Reset Password and new credentials will be sent to user's email

]]> https://docs.inmobalia.com/623-how-to-reset-a-users-password/feed 0 How to set SMTP Configuration for Google accounts https://docs.inmobalia.com/432-how-to-set-smtp-configuration-for-google-accounts https://docs.inmobalia.com/432-how-to-set-smtp-configuration-for-google-accounts#respond Wed, 01 Dec 2021 15:15:19 +0000 https://docs.inmobalia.com/?p=432  ]]>

 

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