Can I use richly Formatted Signatures?
You can add richly formatted signatures to your outgoing emails and associate different signatures with different ‘From’ addresses. The option to insert ‘Signatures’ is in the ‘Signatures’ section of the Mail Settings page.
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Use Signature
While sending emails to your customers, you can embed a signature automatically in the body of the message. Signatures can be customized as per your requirement. To use the signature feature Click Setup > Personal Settings > Account Information. In ...
Use Multi- Office Management
Enable Multi-Office Management While enabling this feature, you have two options: Build Multi- Office hierarchy from scratch - Using this option, you can create Multi- Office hierarchy from scratch. Extend your Multi- Office hierarchy from role ...
How can I use Workflow?
Workflows are available in the following modules, Requests, Solutions, Contacts, Accounts, Contracts & Products In all organization, a pre-defined process will be followed for assignment of tickets, tracking status, setting due dates & sending ...
How can I use a Template?
If you want to use a template, please draft the content, apply necessary formatting and click ‘Save Template’. You can use the template any number of times by clicking the template from the templates folder.
How do I create and use segments?
Email marketing allows you to segment your mailing list based on predefined or custom fields like country, gender, age, etc. You can combine multiple conditions to create segments.