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. 💃

How can you find it?

You can find it by visiting Mailbox Module 😀 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. 🚀

  • 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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