Setting up an archive mailbox typically involves the following steps:
Choose a Service: Select an email service provider that offers archiving solutions. Common providers include Microsoft, Google, and specialized archiving services. Configure Settings: Customize the archiving settings such as the retention period, auto-archiving rules, and access permissions. Integrate with CRM: Ensure the archive mailbox is integrated with your customer relationship management (CRM) system for seamless data flow. Test and Launch: Before going live, conduct a thorough test to ensure everything is working correctly and that emails are being archived as expected.