Emails
The Emails tab displays all email communications related to the client. It allows you to view email records and, if you have the necessary permissions, send new emails directly from here. This centralized view helps you track email interactions and maintain efficient communication with your clients.
1. View Emails
Order of Emails
Emails are sorted in reverse chronological order (latest emails appear at the top) and categorized by month.
Each email record displays:
Email Subject
Email Sender
Email Status
Email content is not shown in this tab. To view the full content, please visit the Notify tab. (For more details, refer to this section: 11. Notify)
Search Emails
Use the search bar to quickly find specific emails by typing keywords from the email title.
2. Sending Emails
To send emails, you must have the Emails permission enabled. Without it, you can only view email records. For more details, refer to this section: Role Management
To send emails:
Click "Send Email" under the Emails tab.
Alternatively, use the shortcut icon on the lead overview panel.
Fill in the following fields:
Sender Email
Recipient Email (pre-filled with the lead’s email address)
Email Subject
Email Content
Click "Send".
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