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Configuring a default email account

Updated on June 1, 2021

To configure a default email account, complete the following steps.

  1. Create an operator with the CPQ:Administrators access group or add this access group to an existing administrator operator. See Creating an operator ID and Access groups.

  2. Log out of your application, then log in again by using the operator that you created or updated with the CPQ:Administrators access group and the password that you specified for this operator.

  3. In the Records Explorer section, click Integration-ResourcesEmail Account.

  4. Click the PegaComm-FW-CPQ-Work email account.

  5. Update the fields as necessary and save the changes.

  6. To verify the email sender or the email receiver information, click Test Connectivity for the corresponding section.


    If the connectivity test is successful, on the Sender Test results screen, the Status displays as Good.

    If the connectivity test fails, use the notes in the Message section to troubleshoot the issue, then try the connectivity test again.

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