Create Channel

Step 1. Open your Neoleads dashboard. Go to Settings → Inboxes → Add Inbox.

Step 2. Click on the "Email" icon.

Step 3. Click on the "Microsoft" icon.

Step 4. Add your Outlook/Microsoft email.

Step 5. Enter your Microsoft/Outlook credentials

Step 6. Allow "Neoleads" app to read your email and reply to your email.

Step 7. "Add agents" to your email inbox.

Hooray! You have successfully created a Email inbox.

Step 5. Configure your email settings. Go to Settings → Inboxes → Email Inbox settings → Configuration tab.

Note: Please don't make any changes to the settings at this time because the IMAP and SMTP fields have been set to the default values and won't be changeable for Outlook accounts for some time.

You don't need to configure anything because we use the default IMAP settings to fetch emails and SMTP to send them.

Step 6. If your access token get expired then you will need to re-authorize your microsoft account, which you can do via settings -> configuration page.