This type of mailbox can only be connected using Azure or Google, as it requires an API connection to be configured. This is due to the mailbox type using the NHServer and the Halo Integrator.
The Sales Mailbox configuration allows you to integrate your Sales Mailboxes into Halo in order to update Opportunities based on inbound emails to these addresses.
You'll find a step-by-step procedure to follow in order to set this up by heading to our Sales Mailbox Integration guide.
Details
| Field | Type | Description |
| Name | Free Text | The name of the Mailbox as it will appear in lists. |
| Mailbox Connection Type | Single Select | The connection type used for the mailbox, Azure or Google. |
| Import Sent Items as well as the Inbox | Checkbox | Only applicable when mailbox connection type is Azure. When checked, outgoing agent emails will update/be added to the ticket (sent items), as well as the users emails back to the agent(inbox items). This will match based on the email addresses and subject of the email. |
|
Matching Type |
Single select | This determines how incoming emails to this mailbox are matched to existing opportunities. 'Match on Email Address and Subject' will match based on email address and subject, the address and subject of the incoming email must be an exact match to the address and subject of the email that opened the opportunity. 'Match on Email Domain' – will match based on the sender's email domain, if the domain of the sender matches an open opportunity this email will update the opportunity. |
| Azure Tenant ID | Free Text | Enter your Azure Tenant ID here to connect to your mailbox. (Only applicable when Azure connection type selected). |
|
Azure Application ID |
Free Text | Enter the Application ID of your Azure application here to connect to your mailbox. (Only applicable when Azure connection type selected). |
|
Azure Application Secret |
Free Text | Enter the Application secret for your Azure application here to connect to your mailbox. (Only applicable when Azure connection type selected). |
|
Client ID |
Checkbox | Enter the client ID of your Google application to connect to your mailbox. (Only applicable when Google connection type selected). |
|
Client Secret |
Checkbox | Enter the client secret of your Google application to connect to your mailbox. (Only applicable when Google connection type selected). |
|
Enable Halo integrator |
Checkbox | Enables the Halo integrator for the mailbox. Once enabled mail from the connected mailbox will be imported on a scheduled basis (scan runs every 60mins by default). This setting is only visible once the mailbox connection has been authorised. |
Mailboxes
| Field | Type | Description |
| Agent Mailbox Table | Table | Here, you select which agents can use the sales mailbox by adding their details to the table. |
| Mailbox | Free text | Here, you will need to enter the email address of the agent that you would like the sales mailbox to have access to. Any incoming emails to this email address will be visible to the sales mailbox and be imported to the 'My Inbox' module. |
| Agent | Single Select | Here, you will need to select which agent the previously entered email address belongs to. The agent selected here will be able to see all the incoming emails to this email address. |
| Enable Email Matching | Checkbox | When checked emails in this mailbox will be attempted to be matched to an opportunity/project ticket automatically, if they cannot be matched a new ticket will be created. If unchecked, agents will need to manage their incoming emails manually using the 'My Inbox' module. Each email can be checked and added to an existing opportunity, or added to a new one. |
| Emails are matched to | Single select | Only applicable if 'Enable email matching' is enabled. This determines whether emails are matched to project tickets or opportunity tickets (based on the ticket type 'Use'). Individual ticket types can be excluded from matching within the configuration for the ticket type. |
