The Freshworks CRM app allows you to create and send emails using the ‘Email compose’ feature.
Here’s how you can compose an email from your Freshworks CRM app:
Open the Freshworks CRM app and select a contact/account/deal.
On the page, click the Email icon. This pops up a screen that allows you to choose a recipient from all email IDs associated with the contact.
Select the email recipient(s) and click Next. This opens the email compose window with the recipient email addresses pre-populated. You can also add Cc, Bcc, and additional recipient email addresses here.
Compose your email by filling out both the subject and body of the email.
Press the send icon to send the email.
To schedule an email:
To schedule an email, select the icon after composing the email. This opens a pop-up that allows you to schedule the date and time at which the email will be sent to the recipient.
To attach a file
Click on the button. This brings up a popup which allows you to attach a file in one of three ways-
Choose a file that already exists on your CRM
Upload a file from your mobile device
Shoot an image and attach it as a file to your email
Tracking an email:
The tracking function is by default enabled on all emails. To modify the same, click on the Track checkbox. This opens a popup that allows you to opt-out/opt-in for email tracking. It also allows you to link conversation to the Contact and add an unsubscribe link in the email.
To use email templates:
Click on the button at the bottom of the compose window. This opens a page containing email templates present in your CRM. Click on one of these templates to auto-populate the subject and body of your email.