Pair your email address and start sending emails to your contacts while you are on the go with FreeAgent CRM mobile apps! See all the email communication from and to your contact in the Activity Timeline.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: No special permissions are required to send emails on Mobile.
Prerequisites: To send emails, pair your email with FreeAgent CRM. To learn how to, please visit the following tutorial:
Pair Email Address
Visit the following tutorial to get the links to download the FreeAgent CRM mobile app:
Get FreeAgent CRM on your Mobile
In this tutorial we will cover the following topics:
Send an Email
There are multiple ways to send an email to your Contacts in the FreeAgent CRM mobile App:
- A single tap on the email field in the Information section.
- Through the Email button in the Information section.
- Via the Email type Next Steps.
- Replying to an existing email conversation
When you click on an existing email thread or on an email Next Step, you will go to the email creation window. From there you can Cc or Bcc other contacts or team members, give your email a subject, and type the contents of your email. Your email signature will be included in the body of the email. Once you are done typing your email, tap on send.
Review your Emails
On the go you can still review all the emails you have sent and received to your contacts. Swipe left on the contact's detail once to go to the Activity timeline. Here you can see all your inbound and outbound emails.
Reply to an Email
To reply to an email within the mobile app, go to Contacts and select the contact you are replying to. Swipe left to switch the current card view to get to the 'Activities Timeline' 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.