Phase 2 Navigation #8: Receiving Emails

Step by step process:

1. I have sent an email and I’m waiting for a response from the customer, so I’m going to respond now.
2. I’ve just sent an e-mail as a response to my email and we wait for it to reflect in the system.
3. The e-mail now appears and you can move on to your next action point.
4. This e-mail will be directly inside the customer’s profile, or you can access it directly from your Workflow Notes page.
5. Over here you can see all your action points for the day.
6. That same e-mail also shows on your Workflow Notes page, where it matched immediately to the correct customer.
7. You can reply or forward directly from here, or you can go back into the customer’s profile and continue the conversation.
8. In this instance, I would like to send another e-mail, so I will mark this as done to confirm that I’ve seen it, and I will reply directly from here and send.
9. After this has been sent, I go back to my workflow notes page and you can see that action point is gone.
10. If I go back to the clients page and navigate to the client that I sent the e-mail to, you will see the entire audit trail of your e-mail communication -from my initial e-mail that I sent, to the e-mail that we received in response and the e-mail that we’ve sent out.
11. That is how you send and receive emails from within the BaseCloud CRM system.