Pixie CRM guide collection
Email and communications
Send, organise and troubleshoot customer communications while protecting recipients and message context.
Configure SMTP email delivery
Use this Pixie CRM guide to configure smtp email delivery. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideConnect Google or Microsoft SMTP OAuth
Practical Pixie CRM instructions for connect google or microsoft smtp oauth, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideEdit email templates
Use this Pixie CRM guide to edit email templates. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideEnable or disable email templates
A clear Pixie CRM walkthrough for enable or disable email templates, with the screen path, field checks and post-save verification.
Open guide →GuideReview queued email and delivery issues
Practical Pixie CRM instructions for review queued email and delivery issues, including where to go, what to check and how to confirm the change saved correctly.
Open guide →GuideSchedule an invoice email
A clear Pixie CRM walkthrough for schedule an invoice email, with the screen path, field checks and post-save verification.
Open guide →GuideSchedule an estimate email
A clear Pixie CRM walkthrough for schedule an estimate email, with the screen path, field checks and post-save verification.
Open guide →GuideCreate and publish an announcement
A clear Pixie CRM walkthrough for create and publish an announcement, with the screen path, field checks and post-save verification.
Open guide →GuideUse the Email Alert Centre
Use this Pixie CRM guide to use the email alert centre. It covers the navigation path, key controls and the checks that confirm completion.
Open guide →GuideSave an HR notification rule
Practical Pixie CRM instructions for save an hr notification rule, including where to go, what to check and how to confirm the change saved correctly.
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