Product Suggestions
Customers have highlighted that they would like emails sent from CRM to be sent from their email rather than crmemails@prospect365.com. They also find sometimes their customers manually type out the email they received from and that sends to an unmonitored inbox, which has no warning that is it unmonitored inbox.
The CRM has been updated to allow for emails to be sent from their user's own domain rather than crmemails@prospect365.com.
To configure this an administrator will need to register their domain via https://admin.prospect365.com/Setup/Domains.aspx
The domain's SPF record will also need updating to include:
include:sendgrid.net
For example, if the existing record is v=spf1 a:smtp.myispname.net -all, then you will need to adjust it to this:
v=spf1 a:smtp.myispname.net include:sendgrid.net -all
We will be rolling this update our to customers over the next few weeks.
been after this for a long time... once this is done we can use the web UI for all sales activity
As part of this, we should consider merging the functionality on these two pages as a "Custom Domains" page (that's what everyone else refers to it as):
https://admin.prospect365.com/Setup/Domains.aspx and https://admin.prospect365.com/Sites/Dns.aspx
i.e. so that you can add a domain, verify that you own it, then get instructions for SPF, verify that you have SPF, and then this domain then becomes available for use in sending CRM emails, for sending CMS emails, for hosting CMS sites on etc.