Keeping customer communication organized matters when you are running a small business. With customer portal email domain settings now located in one central area of your CRM, it is easier to manage sending domains and keep portal-related emails visible inside your conversations history.

📌 Why This Matters

When email settings are spread across different areas, it takes more time to manage updates and troubleshoot issues. Bringing customer portal email domains into the main domain configuration area makes setup easier and helps you keep a clearer view of communication with customers. You can also see portal-related emails directly inside conversations, which makes follow-up faster and reduces the chance of missing important messages.

✨ What’s New

• Customer portal domain settings in one place: You can now manage these email domains from the main domain configuration area under dedicated domain setup.
• Portal emails visible in conversations: Customer portal emails can be viewed alongside other messages in the conversation history.
• Simpler domain management: Different email domain types are now easier to manage from a single location inside your CRM.

🛠️ How to Use It

1. Step 1: Go to Email Services inside your CRM.
2. Step 2: Open Dedicated Domain Setup.
3. Step 3: Select Domain Configuration.
4. Step 4: Set up or update your customer portal email domain.
5. Step 5: Review conversations to see customer portal emails alongside your other communication records.

💡 Pro Tip

Set this up correctly before a busy sales period so customer portal emails stay easy to find, helping you reply faster and close more sales.