Sending an email

1. Access the email sending function

Email is an important tool for communicating with customers, partners, and colleagues. In the IPTel CRM program, the process of sending emails is as automated and convenient as possible. Let's take a look at how to do it step by step.

1. Log in to the IPTel CRM.
2. Go to the object (for example, lead, company, contact) to which you plan to send an email.
3. In the activity feed or the corresponding section, click the Send email button.

2. Select the recipient

The CRM system will pull up the required address from the lead or contact card. However, if you need to, you can always manually specify a new address. For example, if a client asks you to duplicate an email to another email address, just add it. Want to send a copy to anyone else? You have two options: a plain copy that all recipients will see, or a hidden copy that no one will know about.

3. Subject line

Be sure to fill in the subject line to make your email look professional and understandable to the recipient. For example: "Commercial Proposal for Example LLC".

4. Email body

You can either write the text manually or use message templates:

Templates are available to quickly create emails by substituting variables such as customer name, company name, date, etc.

To choose a template, click Select a template and choose the desired one from the list.

Add a signature:

a) if a signature has been created for your account, it is automatically added at the end of the email.

b) the signature can contain text (for example, "Sincerely, manager of Example LLC") and variables (for example, username).

5. Attach files

You can:

• Attach a file from your computer.
• Add a document template that will be automatically generated based on data from CRM.
• Choose a document that has been previously attached to this lead or contact/company.

You don't need to search through folders or old emails — everything is already collected in one place. Before sending, make sure that the attached files are correct.

6. Choose a mailbox

If you have several mailboxes connected to your account, choose the one from which you want to send the letter. The list of available mailboxes is displayed in the corresponding field.

7. Sending the letter

After filling in all the fields, click Send. The letter is saved in the CRM in the history of object activity. If the email was not sent (for example, due to a lack of Internet connection), you will see a corresponding notification.

8. Work with received emails

All responses to sent emails are automatically pulled into CRM and linked to objects. This creates a single history of correspondence with the client in the lead or contact card.

9. Tips for efficient work

• Use templates for standard emails to save time.
• Update signatures and templates regularly to ensure they reflect the latest information.
• Check attachments before sending them.