¶ Communication (Email)
¶ Overview
In the Communication tab, administrators can communicate with specific customers/leads if they have a valid email address and the SMTP server is properly configured.
Using this feature, administrators can send personal emails to customers/leads. Conversations between an administrator and a customer/lead will only be visible to the sender and the receiver. Other administrators will not have access to this conversation within Splynx.
¶ Configuration
You can configure email communication in the admin's Profile section on the Email tab:
For more details, please read Email (Profile), Email (Config), Messages
The feature is available for both customer and lead profiles.
Customers:
Leads:
¶ Structure
Under the tab, you will see the history of your communication with this customer/lead. Clicking on the message title will allow you to read the thread and reply to the sender:
¶ Filtering
You can filter communication threads by date period or categories.
Filter by date period:
Filter by categories:
¶ Sending emails
To send a new email to the customer/lead, simply click the Send email button:
Here, you can specify email addresses, subjects, attach files, and use canned responses:
