Pairing your email with FreeAgent CRM has multiple benefits, one of them is the ability to manage your email communication within FreeAgent CRM. This means that you will be able to see emails that your Contacts sent you directly in the CRM.
Please note that you will need to save the email address of the Contact in order for this to work.
Check received Emails
To check the received emails from your Contacts go to the Contacts tab, select the desired Contact (1) and check the activity section (2).
You will see the email icon right below the Leads name on the corresponding activity. You will also see the date and time the email was received. To see additional information, click on the Activity description, in this case, it is 'Katelyn Abel emailed TJ Biles'.
This will open the 'View Email' window, where you can see the complete email. To reply, simply click on the 'Reply' button.
Reply to received Email
Once you hit reply, the 'Reply Email' window will appear. Here you can prepare the email you want to send and check how it will look in the Preview section. Once you are done, click the 'Send' button.
Your reply will be sent to your Contact. A new entry will appear in the 'Activity' section with the details of the reply you just sent.
Congratulations! You just replied to an email within FreeAgent CRM. This is a great way to keep track of all your incoming and outgoing communications.