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.