Set up outbound email without inbound email tracking
ATMOSai uses your email’s SMTP settings to send any outgoing emails. Setting up outbound email allows you to send emails from within ATMOSai, but you can still track other emails you send with another email client. These emails are tracked and logged into any lead where a matching email address is present as part of the contact.
For some users, it’s important to not have any inbound emails show up in ATMOSai. They want to protect themselves from having a colleague add an email address in AMTOSai that they’ve had previous sensitive email conversations with. However, they still want to use ATMOSai to send and track emails from their email address.
To set up outbound email without inbound email tracking, just follow these steps:
Go to Settings > Communication > Connected Accounts > + Add Account (or Edit using the pencil).
You’ll be able to deselect this by toggling off the selection as shown above.
Once set up, you’ll be able to send emails from ATMOSai using your email address. Those emails will show up in your Sent or Drafts email folder. To individually forward inbound emails to Leads in ATMOSai , you can use the BCC secret address feature.