Option 1: Using Finepoints CRM to send your emails
In order to send 1:1 (one to one) emails from Finepoints CRM to leads or contacts you must verify your email address. This sends all emails from your email address however they are signed via our our mailserver to ensure they are not blocked by the recipients email provider.
You can do this when you sign up OR by following the instructions below:
1. Click Manage your account
2. Click Verify besides your email address
3. You will be sent a 6 digit verification code, enter this code in when prompted.
Option 2: Using SMTP to send your emails:
The most appropriate method for sending emails from your address is to use your SMTP settings.
Sanity OS supports sending via SMTP relay just as Microsoft Outlook or any other client does.
In order to add your SMTP settings to Sanity OS do the following:
1. Click manage your account
2. Click edit email settings
3. Select SMTP from the list
4. Enter your SMTP details
5. Click save.
Where can I find my SMTP information?
Because every email account is setup differently Finepoints CRM does not support adding your details or troubleshooting SMTP issues, you'll need to contact your system administrator to get these details although we've provided a list below of common SMTP settings and instructions:
These settings are also used for sending sequential emails.
You can read more about email sequences and building them by clicking here: