In Bitrix24, you can send email messages right from CRM. Message history is saved to the corresponding CRM entity form.
Efficiently handle emails in CRM: read, send, attach files. In addition, create an activity from an email so you will not forget to contact your client later.
Send email messages from CRM entity form
To send an email from CRM,
Open the needed CRM entity form.
Click Email in the timeline section.
Enter the following details:
- email subject
- text of the email
In case of necessity, specify the copy recipients and attach files to your email.
How to understand if the message was read or not
Use email templates
If you usually send similar emails to share company details or invite your clients to events, you can use email templates.
View incoming email messages in CRM entity form
If you enable the CRM integration option in your mailbox settings, incoming emails will appear in the corresponding CRM entity form.
All incoming messages can be found in the timeline of the CRM entity form. Each incoming email creates an activity, so you won't miss a message from a client.