You can now Email vendors, partners, brokers, and other collaborators directly from Companies! Track emails to outside parties and partners directly from Companies. You can also see email insights, such as when and email was delivered and opened. If you insert a link into your email, you can also see if the link was clicked.

➡️ Step 1: Navigate to Companies and select a desired client.

When the client displays, click on the Email option.

Step 2: Select from the options that pop up or Type to search.

Once you compose and send your email, you can view Email Insights. You can see activity such as Sent, Delivered, and Opened. You will soon be able to see additional insights too, such as the timestamp...this will be coming soon.

Email was Sent:

Email was Delivered:

Email was Opened:

Link was Clicked. A link you inserted into the Email was Clicked. To track clicks, when you create the email, select the "link" button and embed a link into any word.
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When composing an email, type a word, then highlight it and select the link button and add the desired URL address.

Choose if a new browser window should open when they click the link by clicking on "Target: New Window". Now your link will be tracked.

That's it! 🎉