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Smart Inbox

Smart Inbox automatically matches all e-mails sent and received using e-mail addresses defined specifically for each user in the CRM, with the data of the person, company, or potential customer (lead) registered in the system.

Note: The maximum file size that can be uploaded in the mail is 5MB.

Note: Smart Inbox feature is available for all packages.

E-mail Display​

You can view the e-mails sent via Smart Inbox from the email listing section in the 'Lead', 'Company' or 'Person' details.

The path to be followed to view from the Lead detail:

Main Menu > Lead > Lead Detail > E-mail

The path to be followed to view from Company detail:

Main Menu > Company > Company Details > E-mail

The path to be followed to view from Person detail:

Main Menu > Contact > Contact Details > Email

Smart Inbox Activation​

Note: In order to use the Smart Inbox feature, you must first perform the activation process under the settings.

You can activate the Smart BBC Inbox feature under Company Settings.

Main Menu > Settings > Customization > Smart Inbox

Using Smart BBC Inbox​

To send your mails using the Smart Inbox feature, follow the below-mentioned method,

  1. Copy the e-mail address specific to your company from the smart inbox menu under the customization menu.

    To reach the e-mail specially defined for your company:

    Main Menu > Settings > Customization > Smart Inbox > Compose Mail

  1. Add the copied e-mail address to the BCC field of the e-mail you sent.
  1. You can view all sent e-mails under the e-mail listing title in the relevant person/company or lead detail.

Smart BBC Inbox Attribution​

Warning: In order to ensure automatic matching, the person to be sent an e-mail must be registered as a 'lead', 'company' or 'person' in the system. Otherwise, the match cannot be achieved.

Lead​

CRM looks for the recipient's email address in the 'Lead' module. If no matching record is found, the Smart Inbox feature cannot be used.

Account​

CRM looks for the recipient's email address in the 'Account' module. If no matching record is found, the Smart Inbox feature cannot be used.

Contact​

CRM looks for the recipient's email address in the 'Contact' module. If no matching record is found, the Smart Inbox feature cannot be used.