Save time on updating your customer card with e-mail texts, if you just need to send short e-mails with updates or questions.
We have made it easy to ask for an update on your customers, if you e.g. are more people working on the same customer. You can ask your colleagues to provide an update directly from the customer card by pressing Send e-mail… in the Contact details section. When you click the link to send an e-mail, a new window pops up, where the most important information on the customer is already shown, and a direct link to the customer for the receiver.
If you want to send the e-mail to more persons, you can separate the e-mail addresses with semicolon (;) in the Recipient field. You can of course also change the text, if you e.g. have specific questions. At the bottom you can mark if you want to receive a copy of the e-mail, and if it should be saved as a comment on the customer.
Once you get used to using this function, you will notice that you save time on copy-pasting information from your inbox into CRM. Time that you can spend on other value creating activities. Besides this, you make sure that everybody know the customer status at all times.
This is what the information window looks like