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SkyDesk Mail Add-on

 

Email communication has changed the way we do business today and having the SkyDesk Mail Add-on within your SkyDesk CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the SkyDesk Mail add-on you can now manage all your customer correspondence within your SkyDesk CRM account. It helps you to automatically track the email conversations that you have with your customers and associate them to your leads and contacts in CRM.

Availability

Permission Required: Users with SkyDesk Mail Integration permission in their profile.

Benefits

  • Centralize all customer information and email correspondence inside SkyDesk CRM
  • Associate customers' email conversation with CRM data (leads, contacts and potentials)
  • Share and update customer-specific emails with other users within the account
  • Send and receive emails simultaneously in CRM and your favorite POP enabled email client

Key Features

  • Email tab inside SkyDesk CRM
  • Send and receive all your emails without leaving SkyDesk CRM
  • Share customer emails with colleagues (emails from selected records or all records)
  • Thread view of Email conversations
  • Get quick email notifications of the emails from prospects and customers.
  • Integrate with Gmail, Yahoo, Hotmail and any other POP email services

Setting up SkyDesk Mail Add-on

Configure SkyDesk Mail Add-on | Gmail Integration

Sending and Receiving Emails

Send Emails | Attach from SkyDesk Docs | Receive Emails | Add Details to CRM from SkyDesk Mail

Others

Error Messages | MailMagnet

 

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