You can write emails, read, bind to tasks, and save them to CRM. Create a chat with colleagues or an event in the calendar based on the email. This article contains answers to frequently asked questions about mail.
You will learn:- how the "Route emails from existing clients to assigned CRM managers" works
- why Bitrix24 sends an email to the spam folder
- who can configure a mailbox
- why a number is added to the email attachment name
- why you are getting an email copy
How the "Route emails from existing clients to assigned CRM managers" option works
If an email comes from a client that already exists in CRM, it can be attached to an existing CRM form. Use the "Route emails from existing clients to assigned CRM managers" option.
If an employee responsible for a customer is specified in the Leads and Contacts distribution queue, a new email from that customer will be added to an existing CRM form.
If no responsible employee for a client is specified in the distribution queue, a new lead is created from each mail from this client. This lead will be assigned to one of the responsible employees in the queue. Several forms of one client with different responsible persons will appear in CRM.
Why Bitrix24 sends an email to the spam folder
If you add a sender to the Bitrix24 blacklist, emails from this address will automatically go to spam, even if they are in the Inbox folder in the mail service.
To remove an address from the blacklist:
- Go to Webmail - Settings - Blacklist.
- Check the box next to the address you want to remove.
- Click Delete.
Who can configure a mailbox
The owner of the mailbox can configure it. They can grant access to other employees.
- Go to the WebMail - Settings - Mailbox Settings.
- Click Add and select the desired employee in the Mailbox Access section.
Why a number is added to the email attachment name
When you attach a file that is already on the Bitrix24 Drive, a number is added to its name. This situation can occur if you have already uploaded this file, for example, to a task.
To avoid adding numbers to the file name, give files unique names or place them in different folders on the Bitrix24 Drive.
Why you are getting an email copy
Check if forwarding is enabled in your mailbox settings.