Xcitium Platform

• Introduction To CRM
  • Login To CRM
• The CRM Admin Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Emails

CRM allows you to send emails from different modules. The example below describes how to send mails to contacts via the 'Contacts' interface.

Note: You can send emails to multiple Leads, Organizations and Contacts. However, you only send mails to single contacts for Quotes, Invoices, Sales Orders, Purchase Orders and Vendors.

Prerequisites:

• Your outgoing mail server settings have been configured in the CRM. See Outgoing Email Server Settings if you need help with this.

• Contacts you plan to mail must have an email address listed for them in their contact details.

• Optional. An email template for the contact has been created and added to CRM. See Email Templates for more details.

Mail Individual contacts

• Click 'Contacts' then click the name of the person you wish to email. Make sure the person has an email address listed for them in the 'Primary Email' column. If they don't, click the contacts name then click 'Edit' to add a primary mail address.

• Click 'Send Email' to open the email editor

• The 'To' field will be auto-populated if the contact has an email address listed. If not, you will need to manually enter the contact's email address.

• Use the drop-down on the right of the dialog to add contacts from other modules.

• Optional – click 'Select Email Template' to use a canned email. If you don't want to use a template then compose your mail in the text editor.

• Click 'Send' to send your mail immediately. Click 'Save as Draft' to save the mail for later editing.

Mail Multiple Contacts

• Click 'Contacts' then select the contacts that you wish to email. Make sure all contacts have an email address listed for them in the 'Primary Email' column.

• Click 'Actions' > 'Send Email'.

• Complete the email as described in the previous section.

• Click 'Send' to send immediately. Click 'Save as Draft' to save for later editing.

You can view emails that have been sent to a contact as follows:

• Click 'Contacts' then click the name of an individual contact. This will open the contact details page
  

• Click 'Emails' in the menu on the right.