Email in CRM

Emailing in CRM

One of the advantages of using CRM to email clients is that you have all your contact information in one place. The benefits of using email is that

- You don’t need to remember everyone’s email address
- You can file emails against your contacts record
- You can associate them against a Lead, Opportunity or Case

To send an email to a contact, go the contacts record and click on the email address hyperlink. This will open a blank email window for you to complete as necessary. The From field will be automatically filled with your default email address, however if you have permissions to send email on other peoples behalf you can change this. Once you have filled in the email and attached any relevant documents you can send the email and save it in the communications of the client.

The benefits of saving any emails in the communications are that any users that have access to the contact can see any emails that have been sent or received from that contact. This would make it easier for other users to see what is happening with any cases, opportunities etc with that contact and carry out work without having to check what has already been done.

It is also possible to create templates to use within an email to save you having to type out the full email. This could be useful in terms of sending out quotes to new contacts etc.

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