Click the CRM section
This will take you to the CRM management interface where you can view and manage your message templates and other CRM-related tools.
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Shared guide
Schedule an email to send later in the CRM system
Schedule an email in the CRM system by filling out the recipient's details and choosing a specific date and time for future delivery, ensuring timely communication.
viktoriaSchedule an email in the CRM system by filling out the recipient's details and choosing a specific date and time for future delivery, ensuring timely communication.
Step-by-step Guide13 steps
Click the Contacts menu
This will expand the Contacts section, allowing you to access Companies, Deals, Tickets, and other related CRM features.
Loading screenshot…100%Click the contact 'Mike'
This action opens the detailed view of the contact 'Mike' where you can view and edit relevant information.
Loading screenshot…100%Click here to view all activities
This action opens the Activities section, allowing you to see an overview of all interactions and engagements related to this contact. It's where you can track notes, emails, calls, and other activities associated with the contact.
Loading screenshot…100%Click here to send an email
By clicking this link, you will initiate the process to send an email to the contact 'Mike'. Fill in the necessary details like 'To', 'From', and 'Subject' to complete the email.
Loading screenshot…100%Type the recipient's email address in the 'To' field
Enter the email address of the contact you wish to send the invoice to in the 'To' field of the email window. This ensures the message reaches the correct recipient for efficient communication.
Loading screenshot…100%Click here to send the email
Clicking this link will finalize and send your email to the recipient specified in the 'To' field, allowing you to communicate directly with your contact within the CRM.
Loading screenshot…100%Click the Send Later button
Clicking 'Send Later' allows you to schedule the email for a future date and time instead of sending it immediately, giving you control over when your message is delivered.
Loading screenshot…100%Click the Send Later button
Select the 'Send Later' option to schedule your email for a future date and time. This allows you to send follow-up messages conveniently without immediate delivery.
Loading screenshot…100%Click here to schedule the email
Clicking this link allows you to set a specific time for sending your email, offering options like 'In 1 hour', 'Tomorrow morning', or a custom schedule.
Loading screenshot…100%Click here to schedule the email
This action will allow you to choose a date and time for the email to be sent, along with options for scheduling it immediately or selecting a custom time.
Loading screenshot…100%Click the 31st Day on the Calendar
Selecting the 31st day will set this date for your to-do or scheduling tasks. This action allows you to efficiently manage your activities in the CRM.
Loading screenshot…100%Click the ScheduleLoading option
Clicking this option allows you to schedule when the email will be sent, giving you the flexibility to choose a specific date and time.
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