12th July, 2021 (Native Inbox Managment)

Hooray One of the Biggest Updates! 😎 You will be able to use your email account to send, receive and link with lead or customer. πŸ’ƒ

How can you find it?

You can find it by visiting Mailbox Module πŸ˜€ or Go to Lead/Customer Details to see Inbox tab.

Capabilities

  • You can connect one email account (Microsoft, Google or any other mailbox service). All your emails will be synced inside Clientjoy. πŸš€

  • You can send, receive and reply to all the emails

  • You can link each email thread to Lead or Customer. 😎

  • You can link the emails as well as create new Lead or Customer

  • You can see the unread count of emails

  • You can compose the emails with standard composer.

  • You can bifurcate emails based on Inbox, Sent and Archive

  • You can now create, edit and update your email Signature from settings.

  • You can define who can see the linked emails. Shared emails are visible to those who have access to the linked Lead / Customer. 😍

  • You can filter the details based on your requirements

  • You can search the details based on your requirements.

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