Connect your inbox, choose your company's sender for invoices and quotes, compose from leads and deals, and troubleshoot email issues.
Email Connections
Connect your Gmail, Outlook, or SMTP inbox, choose your company's sender for invoices and quotes, compose and send from leads and deals, and troubleshoot email issues.
Email in PortaPro
Overview of how email works in PortaPro: company sending for invoices and quotes versus personal sending from your own connected inbox, and where to configure each.
Personal Inbox Connections
Connect your own Gmail, Outlook, Yahoo, AOL, GoDaddy, iCloud, Zoho, or custom SMTP mailbox so emails you write to leads and deals go from your address, not PortaPro's.
Company Sending
Choose the address your invoices, quotes, and receipts send from: your own verified business domain, a connected inbox your team shares, or PortaPro's default shared address.
Emails in CRM Compose, Reply, Draft with AI, Sequences
Compose emails on leads and deals, use AI to draft, reply from the activity timeline, and run multi-step email sequences.
Email Troubleshooting
Common errors, warning screens, and edge cases around email what they mean, why they happen, and how to fix them.