Defining email sender. Using multiple projects.
Your sender email address is determined by a project setting. If you have several projects that agents work with, agents will be able to choose which address to send from.
In your Admin account:
- Go to the Projects page.
- Go to the Project list subpage.
- If necessary, search for your Omni project from which you will send emails.
- Click the name of the project.
- Type your external email address in the Email sender field. You can also include a sender name if desired, using the format Name <email address>.
- Click the Save button in the top right of the screen.
This setting will allow LeadDesk to send emails showing that email address as the sender. If you are sending emails from multiple projects, you should update the Email sender field for each of them.
You should also contact your email service provider to see if they use the Sender Policy Framework (SPF). If they do, you will need to contact LeadDesk support.