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Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!

We are excited to announce a powerful new feature designed to streamline how agency users manage their sub-accounts' email configurations. You can now filter your sub-accounts based on their email provider, giving you greater control and visibility over your client accounts.

How to Filter Sub-Accounts

Within your CRM's agency dashboard, navigate to the section where you manage your sub-accounts. You will now find options to filter the list using the following criteria:

Provider: View sub-accounts that are using a specific email provider.
Domain: Narrow down the list by searching for sub-accounts associated with a particular domain name.
Email Verification: Filter sub-accounts based on whether their email sending capability has been verified or not.

Managing Different Email Providers

The filtering tool organizes sub-accounts into groups based on their primary email service. This allows you to perform bulk actions on accounts using the same provider.

CRM's Integrated Email Service

Filter to see all sub-accounts using the CRM's built-in email service.
For selected accounts, you can update the sending domain.
You can also enable or disable email verification for these accounts in bulk.

Mailgun

Filter to view sub-accounts configured to send email via Mailgun.
You have the option to switch the provider for selected accounts to the CRM's integrated service.
You can also modify the associated Mailgun domain for the chosen sub-accounts.

Other Providers (e.g., Gmail, SMTP)

Filter for sub-accounts using other email services, such as Gmail or a custom SMTP server.
For these accounts, you can change their provider to the CRM's integrated email service.

This enhancement provides a centralized and efficient way to manage email settings across all your sub-accounts, saving you time and simplifying your workflow.