FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an email?
Can I insert links in my email?
Is there a way to embed an email template while composing emails?
How can I set up my signature for outgoing emails?
Can I attach a file to my email?
Is there a way to schedule emails?
What actions can I perform on emails in the email list?
What actions can I perform on an email?
How can I set up an outgoing server for emails?
Where can I check my mails?
Can I import emails?
Can I set up a reminder to follow-up on an email?
How can I add a CNAME record?
Why are my emails bouncing?
What happens when a hard bounce occurs?
What is an email client?
What happens when an email is forwarded to Mailroom?
What is the email limit in Vtiger CRM?
Can I mark unassigned emails as Done?
How can I increase the number of Helpdesk IDs?
Does the CRM provide automated email tracking or logging for capturing communication history related to opportunities?
How do I duplicate email templates?
How do I delete an email template in Vtiger CRM?
How do I create an email template in Vtiger CRM?
How do I edit a template using HTML source code in Vtiger CRM?
How can I setup my Reply-To email for cases and ad-hoc emails?
How do I set up My Mailbox with the auto-forwarding option?
What is the purpose of an Email Feedback Loop?
What actions can I perform in an email?
Table of Contents
You can perform the following actions in an email:
- Direct Emails: You can send emails from the List and Summary Views of different CRM modules, where the Email icon is visible.
- Email Preferences: In the List View of the Contacts or Leads module, you can select email preferences such as default email addresses, multiple recipients, etc.
- Auto-forwarding emails to Vtiger: The auto-forwarding feature allows you to avoid logging in to multiple email accounts and forward all your emails to Vtiger CRM.
- Mailroom: Vtiger Mailroom feature lets you receive emails from email service providers such as Outlook, Gmail, etc.
- Calculus AI as Email Assistant: Calculus AI is an Artificial Intelligence feature in Vtiger. Calculus AI evaluates tone, reveals customer satisfaction, levels and issues.
- IMAP Providers: IMAP providers are email service providers that support the Internet Message Access Protocol.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment