Email Setup

Admin only: Email setup is available to organization administrators under Communication > Email in Organization settings.

Overview

The Email page controls the identity used when your team sends email from the CRM, including a Fondaro AI email proposal a person approves with Send email. It has three parts: the sending domain, each team member's sender address, and your personal email signature.

Connect a sending domain

Enter the domain your agency uses for email, such as agency.com. Fondaro will show the DNS records that must be added at your domain provider. Copy each record exactly, wait for DNS changes to propagate, then select Verify domain.

Once verified, your team can send from addresses on that domain. Removing the domain pauses CRM sending and Fondaro AI email proposals until another organization domain is verified. Fondaro is never substituted as your agency's sender.

Choose sender addresses

After the domain is verified, the page lists every team member and the address Fondaro will use for them. The default is based on the member's profile and your verified domain. Select the edit button on a row to set another address on the same domain, or clear the field to restore the default.

Manage your signature

The signature card shows a recipient-facing preview, not the underlying HTML. Select Edit to choose between:

• Template: Fondaro generates the signature from your profile and organization settings.
• Custom HTML: Paste a signature exported from your email client and review the preview before saving.

Your signature is appended automatically when you send from the CRM. A Fondaro AI email proposal shows the rep's avatar, organization, exact From and To addresses, and a rendered preview of this signature in its review card. Edit signature opens the same editor used here and refreshes the preview. The proposal remains unsent until a person chooses Send email; approval then sends through the same CRM path and records the message in the lead's history.