Setting Up Move-N for Centerpointe

To begin using Move-N with Centerpointe the following areas need to be configured within the Move-N program.


       


  • Community Setup > Email tab: Ensure that your company/personal email server address and appropriate settings are defined. Please contact your IT department for assistance with these settings if you do not know them.


    • Use SMTP Email - Check to enable SMTP Email
    • SMTP Server Address or IP Address - Fully Qualified Name or IP address of SMTP mail server.
    • SMTP Server Port - Port for SMTP protocol
    • SMTP Connection Time Out - Indicate the number of seconds to wait for a valid socket connection to SMTP service before timing out.
    • Use Authentication Method - Allows for switching between Basic and NTLM authentication methods.
    • SMTP Use SSL - Check if SMTP server uses SSL
    • Use Proxy Server - Check if mail server is connected to a proxy server


  • Employee Library: Centerpointe can notify employees via email when a new lead arrives. Make sure the Email Information in the Employee record is completed.

    • Username: This will be the username used to authenticate to your email server.
    • Password: This will be the password used to authenticate to your email server.
    • Make sure the Employee fields for Email and "Notify employee via email of new Lead from Centerpointe" are filled and checked.