Mail Accounts

Adding Mail Accounts in Firstsales.io - Microsoft Outlook

10min

Overview

This guide walks you through connecting your Microsoft Outlook account to Firstsales.io using SMTP authentication. The process varies depending on whether your Microsoft account was purchased directly from Microsoft or through GoDaddy.

Prerequisites

  • Microsoft Outlook account (Business or Enterprise)
  • Admin access to Microsoft Admin Center or GoDaddy account
  • Active Firstsales.io account
  • Stable internet connection

Connection Process

Step 1: Initial Setup

  1. Log in to your Firstsales.io account
  2. Navigate to "Mail Accounts" from the left sidebar
  3. Click "Add New Mail Account"
  4. Select "Outlook" from the available providers

Step 2: Enable SMTP Access

  1. Access Microsoft Admin Center
    • Log in to your Microsoft Admin portal
    • Navigate to "Active Users" section
  2. Configure Mail Settings
    • Click on the "Mail" tab in the side window
    • Select "Manage email apps"
    • Locate and check "Authenticated SMTP" box
    • Ensure IMAP is also enabled
    • Click "Save Changes"
  3. Wait Period
    • Allow approximately one hour for changes to propagate
    • This waiting period is crucial for proper implementation
  4. Access GoDaddy Account
    • Log in to your GoDaddy account
    • Navigate to "My Products" page
  5. Email Configuration
    • Scroll to "Email and Office" section
    • Click "Manage All"
    • Locate target user account
    • Select "Manage"
  6. Enable SMTP Authentication
    • Access "Advanced Settings"
    • Click "SMTP Authentication"
    • Wait for button color change (gray to green)
    • Allow one hour for changes to take effect

Step 3: OAuth2 Authentication

  1. Click "Connect" in Firstsales.io
  2. Microsoft Login Page
    • Enter your Microsoft credentials
    • Complete multi-factor authentication (if enabled)
  3. Permission Review
    • Review requested permissions
    • Grant access to:
      • Read and send emails
      • Access calendar (if required)
      • Manage mail settings
  4. Authorization Completion
    • Confirm permissions
    • Wait for redirect back to Firstsales.io
    • Verify successful connection

Post-Setup Verification

  1. Check Connection Status
    • Look for "Active" status indicator
    • Verify email synchronization
    • Test sending/receiving capability
  2. Configure Additional Settings
    • Set up signature (if needed)
    • Configure email filters
    • Adjust sync frequency

Troubleshooting

  1. Connection Issues
    • Verify SMTP/IMAP settings
    • Check admin permissions
    • Confirm waiting period completion
  2. Authentication Errors
    • Review OAuth2 permissions
    • Check account credentials
    • Verify service availability

Best Practices

  1. Security
    • Enable 2FA on Microsoft account
    • Regularly review connected apps
    • Monitor account activity
  2. Maintenance
    • Periodic connection testing
    • Regular permission audits
    • Update settings as needed

Support Resources



This documentation provides a comprehensive guide for setting up your Outlook account with Firstsales.io. For additional assistance, contact our support team.

Updated 02 Dec 2024
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