email
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email [2010/04/06 02:09] vlad |
email [2019/06/12 20:18] brittany [Composing Email] |
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| ====== Email ====== | ====== Email ====== | ||
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| + | You will need to first set up your email. To learn how, click [[email_integration|here]]. | ||
| The default subtab is **My Incoming**, which is like your inbox. **All My Email** is a combination of **My Incoming** and **My Sent**. There's also **My Unread** for unread messages, and **My Today** for just today's messages. Finally, **All Incoming** is a subtab that only admins see, allowing them to read everyone's email. | The default subtab is **My Incoming**, which is like your inbox. **All My Email** is a combination of **My Incoming** and **My Sent**. There's also **My Unread** for unread messages, and **My Today** for just today's messages. Finally, **All Incoming** is a subtab that only admins see, allowing them to read everyone's email. | ||
| - | {{:email_tabs.jpg|}} | + | {{::email.png?600|}} |
| Each email has a checkbox on its left that is used to **Delete** or **Mark As Read** messages in bulk by ticking the checkboxes of one or more emails, then clicking one of these two buttons. Many messages also have a **Go To Lead** button if the message is associated with a lead. Clicking anywhere else in the row takes you to the email message. | Each email has a checkbox on its left that is used to **Delete** or **Mark As Read** messages in bulk by ticking the checkboxes of one or more emails, then clicking one of these two buttons. Many messages also have a **Go To Lead** button if the message is associated with a lead. Clicking anywhere else in the row takes you to the email message. | ||
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| ===== Searching ===== | ===== Searching ===== | ||
| - | Simply enter some terms into the search field below the //New Email// button near the top right and click the **Search** button. Then, to go back the main list, click the **Clear** button. | + | Simply enter some terms into the search field below the //New Email// button near the top right and click the **Search** button. Then, to go back the main list, click the **x** in the search box. |
| ===== Composing Email ===== | ===== Composing Email ===== | ||
| - | Unsurprisingly, clicking the **New Email** button takes you to the email composition page. The **Body** field will be pre-populated with your signature, as defined in [[settings#general_settings|General Settings]]. After filling out all of the fields, send the email by clicking **Send**. | + | Clicking the **New Email** button takes you to the email composition page. The **Body** field will be pre-populated with your signature, as defined in [[settings#general_settings|General Settings]]. After filling out all of the fields, send the email by clicking **Send**. |
email.txt ยท Last modified: 2020/05/28 20:27 by michaels
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