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OWNER 05 · OWNER PATH

Connect Company Email and Verify Delivery

Connect the customer-facing company mailbox with least mail permission, then prove sender identity and delivery with a controlled test.

3½ min video10 min practice80% passing score
FOR THESE ACCOUNT ROLES
OwnerAdministrator
Captions includedTranscript belowWatch on YouTubeDownload video
01
LEARNING OBJECTIVES

What you will be able to do

  • Open Company Email with an Owner or Administrator account.
  • Confirm the sender name, company mailbox, and customer-facing reply-to identity.
  • Choose Google, Microsoft, Yahoo, or advanced SMTP without entering a normal mailbox password.
  • Explain the minimum send permissions and provider-generated secret requirements.
  • Send a controlled test and interpret PITCH readiness, recent-test, and provider-error status.
  • Verify successful delivery and the visible From and Reply-To identities before live use.
02
GUIDED PRACTICE · 10 MIN

Verify one training-only mailbox

  1. 1Sign in as an authorized Owner or Administrator.
  2. 2Open Communication, then Company Email.
  3. 3Identify the sender name, company mailbox, and reply-to address customers should see.
  4. 4Select the correct Google, Microsoft, Yahoo, or required SMTP path.
  5. 5For Google or Microsoft, review and approve only the send permission PITCH requests.
  6. 6For Yahoo or another SMTP provider, generate a separate provider app password and keep it private; never enter the normal mailbox password.
  7. 7Confirm the encryption and disconnect language before saving the connection.
  8. 8Choose Save & Send Test Email to send one controlled test to the signed-in user.
  9. 9Confirm Ready status, provider, recent test time, and the absence of an unresolved error.
  10. 10Open the delivered test and verify the visible From and Reply-To identities, then record the result.

Use a training mailbox or non-production workspace. Never send a setup test to a customer or enter a normal mailbox password into PITCH.

03
ACCESSIBLE REFERENCE

Video transcript

Read the full transcript 3½ min

Choose, connect, test, and verify

Welcome to PITCH Owner 05. Company email is ready only when the correct mailbox is connected, the provider has the minimum permission required to send, and a controlled test actually arrives. Choose the company sender, connect the secure provider path, send a safe test, and verify the visible sender and reply-to identity.

Match the provider to the secure path

Google Workspace and Microsoft 365 use provider sign-in instead of a mailbox password. Google needs Gmail send access. Microsoft needs Mail.Send and offline access for token renewal. Yahoo uses a Yahoo-generated app password over SSL. Use advanced SMTP only when required, and never enter the normal mailbox password.

Check sender, permission, and readiness

Only an Owner or Administrator can open Communication, then Company Email. Confirm that the sender name, company mailbox, and reply-to address are what customers should see. Review the requested permission before approving it. Do not treat the provider button alone as completion; downstream notifications remain not configured until the company mailbox satisfies PITCH readiness.

Connect the customer-facing mailbox

Connect one secure provider. Approve Gmail send access for Google or Mail.Send and offline access for Microsoft. For Yahoo or another SMTP provider, use a provider-generated app password and the required SSL or STARTTLS settings. PITCH encrypts stored tokens and app-password secrets.

Send a controlled delivery test

Save the sender name, mailbox, and reply-to address, then use Save and Send Test Email. PITCH sends the test to the current signed-in Owner or Administrator and records the result, recent test time, and any provider error. Confirm the message arrives with the correct From and Reply-To identities. Do not mark setup complete while an error remains or the test is missing.

Verify one training-only mailbox

Use an Owner or Administrator in a training workspace. Select the correct provider, approve only the requested send access, keep every app password private, and send one controlled test to the signed-in user. Record Ready status, provider, recent test time, successful delivery, and the correct From and Reply-To identities.

04
KNOWLEDGE CHECK · 80% TO PASS

Confirm what you learned

1. Who can configure Company Email?
2. What should be used for Google Workspace or Microsoft 365?
3. What should be used for Yahoo Mail?
4. What proves that setup is ready?
5. What should be checked in the delivered test?
OWNER PATH CONTINUES

Your customer-facing mailbox is ready for controlled delivery.

Return to the Training Center as the next Owner module is published.

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