Click the CRM menu
Selecting the CRM option opens up the Customer Relationship Management section, where you can manage your contacts, track interactions, and oversee sales activities.
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Geteilte Anleitung
Log an email for a contact in the CRM
Record an email for a contact in the CRM by navigating to their details and entering a note in the Create a Logged Email section to enhance their activity history.
viktoriaRecord an email for a contact in the CRM by navigating to their details and entering a note in the Create a Logged Email section to enhance their activity history.
Step-by-step Guide8 Schritte
Click the Contacts link
This will take you to the Contacts section, where you can view, manage, and add new contacts associated with your account.
Loading screenshot…100%Click John Doe in Contacts
Clicking on 'John Doe' will open the contact details where you can view and edit information associated with this contact in the CRM system.
Loading screenshot…100%Click here to view details
This action will provide you with more information about the current contact, including their recent activities and lifecycle stage.
Loading screenshot…100%Click the Log an email option
This action allows you to record an email correspondence with the contact, adding it to their activity history in the CRM system.
Loading screenshot…100%Click here to log an email
Clicking this link will open the email logging interface, allowing you to record details about your communication with the contact.
Loading screenshot…100%Type details in the Logged Email field
Enter the note 'Spoke with John Doe' in the Create a Logged Email section to document your interaction with the contact. This information will be saved and associated with the contact's history.
Loading screenshot…100%Click the Log Email button
This action opens a window to log email correspondence with the selected contact, allowing you to record important details and associate the log with existing records.
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