How to send an email in Bookipi CRM
Learn how to send an email in Bookipi CRM by following these simple steps.
Step 1: Select 'CRM' on the Dashboard.
Click on 'CRM' in the left-hand panel of your screen.
Step 2: Click the 'Email' button.
Click the ‘Email’ button below the name of the customer you want to email.
Step 3: Enter the subject line of the email.
Enter the subject line for your email.
Step 4: Compose your email.
Type the email you want to send to your customer.
Please note that you can customize your email text by making it bold, italic, underlined, or strikethrough.
Step 5: Toggle the 'Send me a copy' box (optional).
Click the 'Send me a copy' box if you want to receive a copy of your email.
Step 6: Enter another email address to CC (optional).
You can CC another email address if needed.
Step 7: Click the 'Send' button.
Select 'Send' to send the email to the customer.
Your email has been successfully sent to your customer. You can click the ‘Compose’ button if you want to send another email.
Your email history with the customer will be synced in CRM for easy access anytime. You can view the customer's reply through the following options:
Click the customer's name and open the email under the project.
You can also access it through 'All activities' and then clicking 'Replies'.
Common FAQs about how to send an email in Bookipi CRM
Q. How do I know if my email was sent successfully?
A. After clicking ‘Send’, you will see a confirmation message stating that your email was successfully sent.
Q. How do I receive a copy of my sent email?
A. Before sending your email, check the ‘Send me a copy’ box to receive a copy in your inbox.
Q. Can I format the text in my email?
A. Yes, you can customize your email text by making it bold, italic, underlined, or strikethrough.
Q. Where can I find my email history with a customer?
A. Your email history is automatically synced in CRM. You can view it by:
• Clicking the customer’s name and opening the email under their project.
• Going to ‘All Activities’ and clicking ‘Replies’ to see responses.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.