Email

Choose module Email to see a copy of your mailbox:

To enable email synchronization with Hanna CRM, follow this article.

In module Email you can create emails:

You can add task straight from email and see email content in your task description:

You can assign email to customer, lead, opportunity or project:

System assigns emails according to:

  •  Customer email;
  •  Customer’s contact email;
  •  Lead email;
  •  Lead’s contact email;
  • Customer domain.
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