Email accounts live in the Email & Calendar tool: open it and click Email accounts in the sidebar. (The Email Accounts link in the CRM sidebar takes you to the same page.) Give the account a name and from-address, add SMTP settings for sending, and add IMAP settings if you also want incoming mail synced into the shared inbox. An account can be shared with the whole organization or kept personal to one user.
Each account is tagged with a purpose: campaign sending, inbox monitoring, or both, so the same account can be reused across CRM and the shared inbox. An account used for inbox monitoring must be personal - assigned to a specific user - since it represents someone's own mailbox.
Saving an account - or changing its host, port, credentials, or purpose - triggers an automatic background connection test. The accounts list shows the result as a status badge: Healthy, Testing while a check is in progress, Error with the reason if the test failed, or Untested if none has run yet. Click Test next to an account any time to re-check it manually.
Open the Email & Calendar tool and click Inbox to see synced email from every monitored mailbox you have access to. Messages render their formatted HTML body safely, so real-world email looks the way the sender intended. Filter by mailbox, contact, or company, read a message, and reply or compose a new one directly from EmpireVault. Replies always send through your own connected account, so recipients see the message coming from you rather than a shared address.
When a message arrives from an address that isn't in your CRM yet, the contact card beside it offers Add to CRM - one click creates a contact from the sender's name and address (or links an existing contact with the same email), so the conversation is connected to a record from then on. See The Email Inbox and Today Page for the full tour of the inbox.
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