How to Send an Email to a Client by Integrating your Email Client
How to Send Emails inside a Contact Record: Click here to watch a quick video or follow the instructions below: 1. Go into an existing contact and ...
Wed, 23 Dec, 2020 at 2:45 AM
If you have more than one email address that you use to send out emails to your contacts database, you will need to add these extra email addresses to your ...
Wed, 23 Dec, 2020 at 2:45 AM
Please make sure that you have used your CRM account unique email drop box address. This unique email drop box address will be the following: yourco...
Wed, 23 Dec, 2020 at 2:45 AM
If you are forwarding an email and sending it to your own email drop box address it will put a copy of the email inside your own contact record. If you ...
Wed, 23 Dec, 2020 at 2:46 AM
Please check the email address you are using to send from - is this email address logged against your own CRM contact record? Please note: that any em...
Wed, 23 Dec, 2020 at 2:46 AM
1. Go to the Contacts icon 2. Search for the contact you wish to edit information for by entering the name or company name in the search bar as sho...
Wed, 23 Dec, 2020 at 2:47 AM
If a contact has more then one email address but you want to use one as the default then the way to do this is to select the radial button against the email...
Wed, 23 Dec, 2020 at 2:48 AM
If you are unable to view a contacts email address due to their being lots of contact information has been recorded on the business card section inside the ...
Wed, 23 Dec, 2020 at 2:48 AM
The pop up email is another way of sending emails to your contacts which sends the email out over the e-Marketing platform which allows you to track the res...
Wed, 23 Dec, 2020 at 2:51 AM