Settings
Troubleshoot: SMTP setup for Microsoft account
Enable SMTP authentication for your account from the Microsoft admin account For multifactor authentication Steps to Authenticate SMTP from a Microsoft Admin account Please check if the following setting is enabled: Open the Microsoft 365 admin ...
Integrate your Google Drive or One drive account
Share your Drive files to your Clients In this article we'll cover How to connect your Google Drive and One Drive account? How to share Google & One drive account with your clients? How to connect your Google Drive and One Drive account? Navigate to ...
Setup your Email & Calendar sync
You can connect your Gmail / Outlook email to sync it with Clientjoy's mailbox and Calendar. Navigate to Settings > Connected app Choose your Mailbox provider and complete the steps. Once your email inbox is connected inside Clientjoy. Your emails & ...
Setup your Email templates
Customise the emails that are sent to your Leads/Clients. Clientjoy allows you to create and use your own email templates for all the email communication that happens with your Leads or Clients. You can use your brand communication guidelines within ...
Invite Team members
Bring your Sales team, Account managers, Accounting team Bring your Sales team, Account managers, Accounting team, etc to Clientjoy. You can give them access to Sales Pipeline, Invoicing, Clients, etc. based on your needs. Types of Roles Owner: Have ...
Setup Custom Fields
Capture custom information for your Leads, Clients, Services, Your Company, etc. Custom fields are used to add more details to almost anything in Clientjoy, including Leads, Customer, Company, Items, and Invoice. Such as - Industry, Vertical, Company ...
How to generate password for SMTP settings of Google work email?
If your Gmail account has an additional layer of security on it, you need to follow these extra steps to make your Gmail SMTP work. We'll cover Creating secure app password in Google Enabling 2-step verification and creating a new app password ...
Setup your Branding 🎨
Showcase your brand to your Leads or Clients We'll cover Add your Brand Identity Setup Custom Domain (Customise the URLs) Setup Custom email address for outgoing emails with SMTP Setup Custom scripts Setup Custom styles ✍️ Note: Custom Domain, Custom ...
Basic account setup
Set your profile, your company's profile & localisations We'll cover Add your Profile Information Add your Company or Organisation details Add your Company's Localisation Setup Currency Setup Taxes Add your Profile Information Create your profile. It ...