Connecting an Email Account

Admins can connect outreach email accounts to Pitchbox by going to 'Settings' > 'Account Settings', and choosing 'Add Email Account'.

Users (if they have the privilege to connect email accounts) by going to 'Settings' > 'Email Settings', and choosing 'Add Email Account'.

When adding an email account through the mail clients listed, our system will attempt to auto-discover the necessary settings for connecting. If you choose to connect by 'Other (IMAP / SMTP)' you will need to know the specific mail server settings for the email account you are adding. If you are unsure of this information, reach out to the person or team that handles the mail servers for your business and they should be able to provide it for you.

If you need to update any settings associated with your email account connection you can do so from the Email Accounts page as well. Find the email you need to make changes to and click 'Settings' then 'Edit'.

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