Contents / Email

Email: settings

Go to email settings by clicking the relevant icon on page "Emails":


Accounts (available to CRM administrators only)

You can add your company email accounts here:


Signatures

Send email messages with your personal signature. This option is available to any user, even the one using a generic email account for several users:

1 — select the account to apply settings to;

2 — enter the text to be shown as "Sender name";

3 — enter and arrange the text of signature;

4 — enable signature in any email sent by this user from this account;

5 — add "Call from browser" link to the signature text (telephony service must be activated):

6 — highlight all messages opened by recipients (please note: some mail clients used by your recipients do not support this function). This rule will become effective after it is activated and will only concern the outgoing messages sent afterwards:


Rules

You can set automatic processing rules for incoming messages:


Folders 

Any user can create customized email folders to group messages and attach messages to folders right in the list of emails:


You may also be interested in: Filters and search tools

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APRO CRM is a SaaS cloud solution and is hosted by our servers. The CRM is flexible and can adjust to your business needs. You will be getting all the necessary assistance from your personal adviser while using the system