CRM
CRM
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View Sent/Received Emails in the 'Timeline'

  1. Click E-mail button, the Send E-mail' window displays.

  2. Draft an E-mail, provide the required fields such as — Recipient address (To, CC, and BCC), Subject of E-mail, and E-mail content.

  3. Click Send button to send the e-mail.

  4. The E-mail sent successful message displays in the window.

  5. The e-mail which is sent displays in the timeline view.

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Figure 1.1: E-mail displayed in timeline view

  1. Click e-mail icon to view the conversation.

You can do a Reply, Reply All, or even Forward the e-mail.

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Figure 1.2: Reply options

  1. Similarly, you can also view the received e-mail as shown below.

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Figure 1.3: Received e-mail in timeline view

  1. Click e-mail icon to view the conversation.

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Figure 1.4: Received e-mail details