Invoices, proposals, tickets, and staff invites depend on reliable outbound email.
- Open Setup → Settings → Email.
- Configure SMTP (host, port, encryption, username, password).
- Set From name/email on a domain you control.
- Add SPF and DKIM at your DNS host, then send a test message.
- Trigger a real invoice email to yourself and check inbox vs spam.
Notifications
Staff notification preferences control ticket and mention alerts. Quickflow sends transactional mail through your SMTP — it does not replace a shared team mailbox. If delivery fails, fix DNS and credentials before changing CRM templates.