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How do I connect to Zimbra/Outlook Email?

Team Wealthbox
Team Wealthbox
  • Updated
  1. Click on ‘Email’ in the left-side navigation and then ‘Connect Your Email’

  2. Enter your email and click ‘Add Email Account’

  3. Select ‘Microsoft Exchange’ as your email provider.

  4. Click ‘Advanced Settings’ to reveal additional fields.

  5. Complete the form using the following:

    Email:

    Your Email

    Password:

    Your Password

    Exchange Username:

    Your Email

    Exchange Server:

    Your server URL

  6. Dismiss the confirmation modal. Syncing may take anywhere from a few minutes to a day.