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?
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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