CRM E-mail Help - Salesboom.com

Email Settings

The Email Settings section contains links to tools that enable you to customize templates, add signature to your e-mail, customize the external e-mail settings, and access the Microsoft Outlook Integration.

Custom Templates

Click the Custom Templates link. This will take you to the Email Options: Custom Templates page.
Click the Add button to add a new custom template. Click the Add button below the message text area to save your template. Click the Cancel button to cancel your changes. You will then be taken back to the Email Options: Custom Templates page.
Pick a custom template that you want to delete and then click Delete button.
Pick a custom template that you want to edit and then click edit button. The Edit page will appear. You are able to edit in your template. Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will be taken back to the Custom Templates page.
You can click Back to Options button. You will be taken back to the Email Options page. You can choose between Email Options.

Signature

Click the Signature link. This will take you to the E-mail Signature page.
Enter your signature information in the text area box. This information will be appended to all your outgoing e-mail messages.
Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will then be taken back to the Email Options page.

External E-mail Settings

Click the External E-mail Settings link. This will take you to your External E-mail Settings page.
In the Username text box type the E-mail username supplied by your Internet Service Provider (ISP).
In the Password text box type the Password you used to log into your e-mail.
In the E-mail Host text box type E-mail server which Salesboom will connect to and retrieve your e-mail messages. The server must support IMAP in order for integration into Salesboom to be successful.
In the E-mail Address text box type the Outgoing e-mail address supplied by your Internet Service Provider (ISP).
In the Host Protocol text box choose the protocol used by the mail host.
Click the Save button to save your changes. Click the Cancel button to cancel your changes. You will then be taken back to the Email Options page.

Mass E-mail History

Click the Mass Email History link. This will take you to your Mass E-mail History page.
This page tells you the time you sent your mass e-mail, total number of e-mails, and number of e-mails were sent successfully.

Microsoft Outlook Integration

Click the Microsoft Outlook Integration link. This will take you to MS Outlook Integration page.
You have three tabs Features, Guide, and Download.
Features page gives you idea about features in the MS Outlook Integration.
Guide shows you how to get started with Salesboom Outlook Edition 2005. It shows you how to install it and use it for the first time.
Download page, you can easily download MS Outlook Integration Software Integration Software.

E-mail to Case

Click the Email to Case link. This will take you to your E-mail to Cases page.
Click Add Route to add a new e-mail to case route. Enter the route name, E-mail Host, Username, and password; choose the case type from the drop down menu. Choose the default contact, case Priority, case group, reply address, and auto reply template. Check Enabled if you want to activate this route otherwise it will not be activated.
Choose one of the radio button Create Case only, Create contact only, or create case and contact.
Click the Save button to save your changes. Click the Save & New button to save your changes your changes and create a new e-mail to case route.

Viewing Email Messages

Go to the Email tab page. All folders can be seen from this page.
Select a folder, which is underlined to show that it can be selected. This will take you to a page listing the email message the folder contains.
To view a listed message, click the email Subject.

Viewing Email Folders All email folders can be seen from the Email tab home page.

Creating an Email Folder

Click the Create Folder link located toward the top of the Email tab home page. This takes you to the Create a Folder page.
Enter the name for the new folder in the Folder Name text box.
Click the Create button to create the new folder.

Composing an Email Message

Click the Compose link located toward the top of the Email tab home page. This takes you to the Email Compose page.
Fill in the message fields like you would for any other email message.
Click the Send button to send the message. Click Cancel if you want to stop composing the message.

Adding Attachments to Email Messages

When composing a new email message, click the Add Attachment link located toward the bottom of the email composition form. This takes you to the Add Attachment page.
Select a file to attach by clicking the Browse button. Use the Choose file dialog box to select the file you want to attach.
Once a file is selected, the full path to the file will be displayed in the Select File text box.
Click the Attach File button to attach the specified file to the email message you are composing. Click Cancel if you decide not to attach a file.
Repeat the steps above to attach additional files. Attached files are listed in the Attachments section of the email composition form. Click the remove link to remove an attachment.