ConvergeHub gives the convenience of sending emails from within its CRM. Hence, the users do not have to switch over to an external application/software for sending emails. They can easily communicate with their team members/business associates by sending emails through here.
- Add the subject to the email which is mandatory.
- Type in the recipient email address. (In case of a ConvergeHub user, you can select the name from the drop down option).
- Choose the template for the email from the drop down option.
- Click here to add Cc and Bcc options to the email.
- Type in the message here. The email editor offers a wide assortment of features. Some of the important ones include Spellcheck, 18+ Fonts, Special Character, Multiple options in Date and Time format, Table Properties, Full screen Display and Preview.
- Click to send the email.
- Click to save the email in the draft section.
- Click to cancel the creation of the email.
- Click to attach a document with the email.