Select Sent in the Outbox drop-down menu.

Select Inbox in the Inbox drop-down menu.

Enter the Outlook email address that will be synced in the Username and Password field.

Select Outlook in the Provider drop-down menu.

Click Mail Sync, located under My Account in the left panel.

Click User Menu > Settings in the top toolbar.

To connect your Outlook account with Lead Gen & CRM, do the following: Once your Outlook settings have been configured, you can connect your Outlook account to Lead Gen & CRM. Click your user icon in the top-right corner of the page.To configure and turn off two-step verification settings, do the following: You can configure two-step verification settings as necessary. This information may be outdated.Ĭonfiguring Two-Step Verification Settings These procedures are constantly changing. Microsoft may change how permission is obtained or how the platform functions at any time and without warning. Important: Lead Gen & CRM has no control over how Microsoft grants application permission or updates its platform. Click Yes in the POP and IMAP section, located under POP Options.Click Settings > View All Outlook Settings.To configure Microsoft Outlook settings, do the following: Your Outlook settings will need to be configured to properly connect to Lead Gen & CRM. Refer to Microsoft's external documentation for information on disabling multi-factor authentication and using application passwords. Be aware that Microsoft Outlook application passwords require that two-step verification is enabled. This also means that you will need to use an application password in order to enable Mail Sync. In order to connect and use Mail Sync with Microsoft Outlook, you will need to disable multi-factor authentication. If your Microsoft Outlook account has multi-factor authentication enabled, you will be unable to use Mail Sync's name and password connection features.

Mail Sync is not compatible with Microsoft Outlook multi-factor authentication.

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