FAQs in this section
Can I create leads, contacts, and organizations using incoming emails?
How can I compose an 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?
What actions can I perform in an email?
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?
Can I insert links in my email?
Table of Contents
Yes. You can insert links to appointment pages, surveys, and documents in your email by clicking the Insert Link drop-down in the Compose Email window.
a. Insert Appointment Link
Vtiger CRM’s Appointment Pages save you from the trouble of sending back-and-forth emails to schedule a meeting with a customer. You can create an appointment page by going to Tools > Productivity > Appointment Pages.
Select Insert Appointment Link from the drop-down to pick an appointment record and insert its link in the email body.
b. Insert Survey Link
Use surveys to gather feedback and opinions. You can create a survey by going to Tools > Conversations > Surveys.
You can insert a survey link in the email body by clicking Insert Survey Link from the drop-down.
c. Vtiger Document
This option lets you insert links to documents present in Vtiger CRM under the Documents module.
The documents open in the Document Viewer when a recipient clicks the link in the email body.
d. Upload and Insert
With this option, you can upload a PDF file to Vtiger CRM’s Document module and insert a link to the file in the email body.
a. Insert Appointment Link
Vtiger CRM’s Appointment Pages save you from the trouble of sending back-and-forth emails to schedule a meeting with a customer. You can create an appointment page by going to Tools > Productivity > Appointment Pages.
Select Insert Appointment Link from the drop-down to pick an appointment record and insert its link in the email body.
b. Insert Survey Link
Use surveys to gather feedback and opinions. You can create a survey by going to Tools > Conversations > Surveys.
You can insert a survey link in the email body by clicking Insert Survey Link from the drop-down.
c. Vtiger Document
This option lets you insert links to documents present in Vtiger CRM under the Documents module.
The documents open in the Document Viewer when a recipient clicks the link in the email body.
d. Upload and Insert
With this option, you can upload a PDF file to Vtiger CRM’s Document module and insert a link to the file in the email body.
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