You can send emails to your contacts without leaving the FreeAgent CRM mobile apps with a single click. You just need to pair your email and you will be ready to start sending emails. In this tutorial we will cover the following topics:
To send an email, make sure you have already paired your email with FreeAgent CRM. To learn how to pair your email account, please visit the following tutorial:
Once you have paired your email address, make sure you have the latest version of the mobile app. You can find them here.
You can decide to track the emails you send within FreeAgent CRM. The option is always available when you create a new email or when you reply to a conversation both in the web version and on mobile.
If you don't want to track a specific email, all you have to do is uncheck the box called 'Track Email' and that email will not be tracked.
Send an email
There are different sections where you can click to send emails to your contacts in the FreeAgent CRM mobile app. From the contact's information card, by clicking on the Next Steps of type email, you can even reply to existing email conversations.
When you click on the email or in the Email Next Step, you will go to the Email creation window. There you can Cc or Bcc other contacts or team members, give your email a Subject and type in your email. Your Email signature will be included in the body of the email. Once you are done typing your email, just click 'Send'.
Reply to an Email from the Mobile app
Within your FreeAgent CRM mobile app, go to your Contacts. There select the contact for which you want to reply. Swipe from right to left to switch the current card view to get to the Activities and scroll to find the desired email. Tap on the email to view its details and at the top right corner, you will have the 'Reply' option. Tap on it to reply to the email. You should see the 'Re:' indicator in the Subject to know that you are actually replying to an existing email thread. Tap on 'Send' when you are ready to reply.
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.