Email Accounts
Email Accounts allow users to compose, send and
receive emails either from their personal or group email accounts. Emails can be fetched from any email client a user utilizes. The feature also provides the ability to
automatically archive the emails from both personal and group IMAP accounts. All incoming emails get linked to corresponding records automatically and can be viewed on the activities and history panels of these records.
Outbound Emails
Outbound emails provide the ability to send email
letters directly from the CRM system. Such emails can
be sent either from personal email accounts of a user
or from a group email account if it is shared. All the outgoing emails are associated with the related records which allows keeping all the business correspondence
within one system.
Email Templates
Email templates are used for sending standardized
responses, notification messages or creating emailmarketing campaigns. The templates can be utilized both for mass emailing and for regular emails. It is also possible to insert placeholders in the email templates to make the correspondence more personalized or to add
some specific information such as sales order or case
details.
Email Folders
Email Folders can be used for sorting the user’s personal
correspondence. Any user can create an email folder and
specify the type of incoming emails that will be fetched
into that folder. It helps to organize your mailbox
professionally and reduces time spent on searching the
needed emails.
Email Signature
Email Signature allows creating professional and visually
pleasing signatures that will make a lasting impression
on your customers. With the help of formatting and
styling tools that can be found in Presences, every
user is able to create a unique and personalized email
signature for his email correspondence.
Filters features
Although the way and means of communication have
changed a lot over the past few decades, emails are still
remaining one of the most important forms of business
communication. Regardless of the type and size of
your business, you must be using email for everyday
communication with your business partners, current or
potential customers, etc.
Mass Email
Mass Email allows sending emails to a large number
of people at once. It is extremely useful for creating
marketing campaigns for a certain target list of
customers and scheduling bulk email sending to a
specific period of time. The feature also provides the
possibility to insert subscribe/ unsubscribe links or
tracking URLs that provide necessary statistical data for
analyzing the results of e-marketing.
Multiple email addresses
Any user has a possibility to set up multiple SMTP
accounts for sending outgoing emails. It is extremely
convenient for those people that use different email
addresses for different purposes. However, a user should
mind that the email addresses that will be used for
outbound emails are defined by the email addresses set
for the user record.
