Within Teamwork CRM, you can compose
new emails via the Mail area or while viewing
an individual deal.
Note: You will first
need to connect your email
account to Teamwork CRM.
Mail area
Once you have your email account connected, go to the Mail area of your site.
Click
the Compose button in the
left navigation pane to
create a new email.
In the email composition area, you
can add recipients in
the To field. As you type,
any existing contact matches will appear in a
dropdown.
If you have an email signature set in
your email sync settings, this will
automatically appear within the reply area
when you compose an email.
As you type in the reply area,
your draft message will be saved
automatically. This will be noted at the
bottom of the editor. Content is
required in at least one field of the
email for a draft to save.
Note: Office365 does not allow email drafts to be saved from other applications.
Once you have finished composing your
message,
click Send. Emails
sent
from
Teamwork
CRM
should
also
be
visible
in
your
connected
email
client.
Editor options
 | Add a cc or bcc address to the
email |
 | Delete the current draft |
 | Click to open the
formatting menu:
|
 | Insert a link |
 | Insert an inline image |
 | Upload an
attachment |
Individual lead or
opportunity
While viewing an individual lead or opportunity, click the Send email option at the top of the activity timeline to open the email composition view.
You can use the same options available in the main Mail area such as formatting, links, images, and attachments.
At individual deal level, you can also set automatic follow ups based on when the email was sent. Select the checkbox to the left of the Create to-do to follow up option at the bottom of the message area. You can then choose when the follow up should be created.
Default options include 1, 3, or 5 days. When you select the Custom option, you can instead select a specific date.
When this option is set, it will create a to-do activity assigned to the user sending the email.
Any known contacts of the emails will be included as contacts.
A link to the email in the inbox will be included in the description.
For more information, see: Interacting with Emails