By setting up an SMTP server, i.e. a personal outgoing mail account, we will be able to send sales offers and emails based on a designated template directly from the OptimaSales application.
From this point on, our work becomes easier and all the data is saved in the card of a specific customer (contact) and sales deal, etc.
Note: The OptimaSales application does not have a built-in email program, but only integrates/synchronises with any email program to save outgoing and incoming email. This means that basic email sending/receiving activities are still carried out in your email program.
Below we will go step by step through the settings and configuration of the SMTP account.