π What it is: #
A real-time monitor of emails being sent, scheduled, or failed from the CRM system.
π§ Why it’s important: #
- Ensures all emails (invoices, reminders, tasks) are being delivered.
- Diagnoses why emails are not reaching clients.
β How to Use: #
- Go to:
Utilities > Email Queue
- You will see:
- Recipient email
- Subject
- Email status (pending, sent, failed)
- Timestamps
- If an email is βstuckβ or βfailed,β hover to view the error message (e.g., “SMTP connection timeout”).
π οΈ Troubleshooting: #
- Visit:
Setup > Email Settings
- Check:
- SMTP credentials
- From address format
- Test email to verify configuration
π‘ Pro Tip: #
Switch to SendGrid, Mailgun, or Amazon SES if your SMTP server has deliverability issues.