How to Send and Receive Emails in the CRM Follow
Staying in contact with your leads and clients is important. The CRM's email functionality makes this simple and streamlined. Emails related to a lead/case can be viewed at any time by opening the lead/case record and navigating to the Communications section.
Under the Emails tab, you will be able to view all CRM emails related to the record, as well as compose new emails. This will include emails that are sent to the lead/client and emails that are sent to users and individuals regarding the lead/case record. You can click on the email subject to view the details and content of the email that was sent/received.
If you would like to manually compose an email, click the “Compose Email” button in the upper-right corner of the tab. A new screen will open up where you will be able to select the recipients and type up the email. Click the “Send” button at the bottom of the screen when you’re ready to send out the email. Once sent, the email will be logged in the Emails tab as well.
If you are sending an email from outside of the CRM and would like for that email to be logged in the Emails tab of the record, click the clipboard icon in the upper-left corner of the tab. This will copy a code that you can paste into the email you are sending. We usually recommend pasting this code near the bottom of the email and in a very small font, so that it is not visible to the email recipient(s).
💡 Please Note: In order for this feature to properly work, the auto-import code has to be inserted into an email that is sent to a recipient whose email account is synced with the CRM. This feature only works if a user has their email account synced. This is because the system scans the inbox folder of synced accounts for any emails that contain this unique code. For example, you can Cc yourself on the email, so the message also goes to your inbox folder, and then the email will be synced into the respective lead/case record. Please keep in mind that it can sometimes take up to several minutes for emails to sync into the system.
If you need further assistance with your CRM system, please reach out to the support team.
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