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 is the maximum number of email addresses I can add to the To field when sending emails from Quotes or other modules in Vtiger CRM?
When adding multiple contacts to an email, will the merge tags for personal identity (name, email, phone) be taken from the first contact listed?
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.
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