> ## Documentation Index
> Fetch the complete documentation index at: https://docs.salestools.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Salestools-Managed Sending Domains and Mailboxes

> Provision Salestools-managed sending domains and mailboxes, configure DNS in three ways, and sync your mailboxes into your sending rotation.

Managed mailboxes are done-for-you sending infrastructure. Instead of buying domains and wrestling with a registrar, Salestools hosts the domains and mailboxes for you, pre-configures SPF, DKIM, and DMARC, and lets you sync each mailbox directly into the rotation Sally sends from. You access this feature through the **Managed by Salestools** tab inside **Integrations → Email**.

<Note>
  The other tab on this page — **Custom mailboxes** — is for connecting mailboxes you already own (Google Workspace, Microsoft 365, or any custom SMTP server). Managed mailboxes are the opposite: Salestools creates and hosts the infrastructure for you.
</Note>

## What you can do

* **Create a managed account** in one click, or connect an existing managed account.
* **Add managed sending domains** — each one gets its own MX, SPF, DKIM, and DMARC records.
* **Set up DNS three ways** — paste a Cloudflare API token, use one-click Domain Connect, or add the records manually at your registrar, then verify.
* **Create mailboxes** on any verified domain, one at a time or in a batch (up to 8 per domain, sharing one password).
* **Sync mailboxes to your sending rotation** so Sally can send from them — the sync step is what makes a managed box live.
* **Reset a mailbox password** or **delete** a mailbox or domain.
* **View read-only SMTP / IMAP connection details** for any managed mailbox, useful if you also want to add the box to another mail client.
* **Manage team-shared mailboxes** (admins and managers only): link one shared account for the whole team, create shared mailboxes, assign each one to a teammate, and sync them into that member's rotation.

## How to set up your managed account

The first time you open the **Managed by Salestools** tab, you will see an onboarding card.

<Steps>
  <Step title="Open the Managed by Salestools tab">
    Go to **Integrations → Email**, then click the **Managed by Salestools** tab above the mailbox table.
  </Step>

  <Step title="Create or connect an account">
    Click **Create managed account** to have Salestools provision one for you instantly. If you already have a managed account, click **Connect existing account** and enter that account's email address and password.
  </Step>

  <Step title="Review your account dashboard">
    Once linked, the account strip shows your account details, your **Domains** usage (for example, 2 / 10), and your **Mailboxes** usage including how many are already synced to your sending rotation.
  </Step>
</Steps>

## How to add and verify a domain

Mailboxes can only be created on a **verified** domain, so set the domain up first.

<Steps>
  <Step title="Add the domain">
    Under **Managed domains**, type your domain (for example, `yourdomain.com`) and click **Add domain**. It appears in the list with a **Pending DNS** status.
  </Step>

  <Step title="Open DNS setup">
    Click **Set up DNS** on the domain row. A drawer opens with three configuration routes — pick the one that matches where your domain is hosted.
  </Step>

  <Step title="Configure DNS records">
    <Tabs>
      <Tab title="Cloudflare API Token">
        The fastest option if your domain is on Cloudflare. Create a token with **Zone.DNS Edit** permission inside your Cloudflare account, paste the token into the field, and click **Configure**. Salestools writes every required record (MX, SPF, DKIM, DMARC) for you automatically.
      </Tab>

      <Tab title="Domain Connect">
        Click **Domain Connect** to open a one-click flow inside your DNS provider's own interface. Follow the provider's prompts to authorize the record changes — no manual copying required.
      </Tab>

      <Tab title="Manual Records">
        Copy each MX, SPF, DKIM, and DMARC record using the **Copy** button next to each entry, then add them at your domain registrar or DNS host. Use the exact values provided to avoid typos.
      </Tab>
    </Tabs>
  </Step>

  <Step title="Verify the domain">
    Click **Verify DNS records**. When your DNS provider returns the correct values, the domain status flips to **Verified / Active**. If the status remains pending, allow a few minutes for DNS propagation and click **Verify** again.
  </Step>
</Steps>

<Warning>
  Deleting a domain immediately stops every managed mailbox on it from sending. You will be asked to confirm before the deletion proceeds.
</Warning>

## How to create managed mailboxes

<Steps>
  <Step title="Start a new mailbox">
    Under **Managed mailboxes**, click **New managed mailbox**. This button is disabled until you have at least one verified domain.
  </Step>

  <Step title="Choose single or batch creation">
    * **Single mailbox** — select a verified domain and type the mailbox name (the part before the `@`). The drawer previews the full address as you type.
    * **Batch** — select one or more verified domains, then add multiple mailbox names by typing each name and pressing Enter. The same names are created on every selected domain.
  </Step>

  <Step title="Set a password">
    Enter a password of at least 8 characters. In batch mode, this is the shared password for every new mailbox created in this session. The password is stored by the managed host, not by Salestools.
  </Step>

  <Step title="Register in Playbook and create">
    Leave **Register in Playbook after creation** checked to sync the mailbox into your sending rotation immediately. Click **Create mailbox** (or **Create mailboxes** for a batch) to finish.
  </Step>
</Steps>

<Note>
  Each domain supports a maximum of **8 managed mailboxes**. A counter on each domain in the batch picker shows how many slots remain.
</Note>

<Tip>
  A managed mailbox cannot send for Sally until it is synced to Playbook (your sending rotation). Checking **Register in Playbook after creation** handles this automatically — but you can also sync a mailbox at any time from the mailbox row.
</Tip>

## How to sync a mailbox into your sending rotation

Each mailbox row in the table shows a **Playbook** status of **Synced** or **Not synced**.

<Steps>
  <Step title="Find an unsynced mailbox">
    In the **Managed mailboxes** table, look for any row showing **Not synced** under the Playbook column.
  </Step>

  <Step title="Sync to Playbook">
    Click **Sync to Playbook** on that row. Once successful, the mailbox becomes available as a sending mailbox and appears in the Custom mailboxes sending table.
  </Step>

  <Step title="Manage the mailbox">
    From the same row, use **Reset password** to rotate the mailbox password, **Connection** to view read-only SMTP and IMAP host details (useful for adding the box to another mail client), or **Delete** to remove the mailbox entirely.
  </Step>
</Steps>

## How to manage team-shared mailboxes

If you are an **admin or manager**, the Managed tab shows two views — **Personal mailboxes** and **Team shared**. Switch to **Team shared** to run one managed account on behalf of your whole team.

<Steps>
  <Step title="Set up the team account">
    On the **Team shared** view, click **Set up team account** and enter the email address and password of the managed account where all shared domains and mailboxes will live.
  </Step>

  <Step title="Add team domains and configure DNS">
    Add shared sending domains the same way you would for personal domains. Click **Configure DNS** on any domain to set up records — the Cloudflare token method (with `Zone.DNS Edit` permission) is the fastest for a team setup.
  </Step>

  <Step title="Create and assign shared mailboxes">
    Click **New shared mailbox** to add one box, or **Batch create** to add several on one domain at once. Assign each mailbox to a team member — an unassigned mailbox cannot send.
  </Step>

  <Step title="Sync to each member's rotation">
    Click **Sync** on an assigned mailbox to add it to that member's sending rotation, or click **Sync all to Playbook** to push every assigned-but-unsynced mailbox across the whole team in one action.
  </Step>
</Steps>

<Tip>
  Use **Sync all to Playbook** when onboarding a new batch of team members — it activates all assigned mailboxes at once rather than requiring you to sync each one individually.
</Tip>

<Note>
  Team members without admin or manager access do not see the **Team shared** view. They manage only their own personal managed mailboxes.
</Note>

## Troubleshooting

<AccordionGroup>
  <Accordion title="The New managed mailbox button is greyed out">
    You need at least one domain before you can create a mailbox. Add a domain under **Managed domains** first, then verify it.
  </Accordion>

  <Accordion title="My domain won't verify">
    DNS changes can take a few minutes to propagate. Make sure every record from the DNS setup drawer is in place (use the **Copy** button to avoid typos), wait a moment, then click **Verify** again. The Cloudflare or Domain Connect routes write the records for you and avoid manual errors.
  </Accordion>

  <Accordion title="A mailbox exists but Sally isn't sending from it">
    Check the **Playbook** column. If it says **Not synced**, click **Sync to Playbook**. Only synced mailboxes are part of the sending rotation.
  </Accordion>

  <Accordion title="A domain I want to create a mailbox on is disabled in the picker">
    Only verified domains are selectable. Unverified domains appear disabled with a "not verified" note — finish DNS verification first.
  </Accordion>

  <Accordion title="A teammate's shared mailbox can't send">
    Shared mailboxes must be both **assigned** to a member and **synced** to that member's Playbook. Assign it, then click **Sync** (or **Sync all to Playbook**).
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Integrations" icon="plug" href="/setup/integrations">
    Connect email, LinkedIn, calendar, CRM, and Slack from one place.
  </Card>

  <Card title="AI SDR Builder" icon="robot" href="/ai-agents/ai-sdr-builder">
    Build the agent that sends from your managed mailboxes.
  </Card>

  <Card title="Settings" icon="gear" href="/setup/settings">
    Manage your master email signature and account preferences.
  </Card>

  <Card title="Inbox" icon="inbox" href="/communication/inbox">
    View and triage the replies your managed mailboxes receive.
  </Card>
</CardGroup>
