The volume of email that can be sent is dependant on the client account used for sending, or the license if not using own email server or provider.
The Email application must be installed from the App Store if it does not come already installed.
The application will allow users to add their email server(s) (SMTP settings) and use that to send out email from the application. Email templates can be created that can merge information from records in the application (merge or form letters). These templates can be used to send messages to users of the application and to any other email address. If you install the Email application with the CRM application installed (whether installing together or separately) it should automatically map your Contacts, Leads, and Accounts.
Permissions are required to work in the application Setup
The PerfectMind application can be used to send email from your existing email accounts or email servers, so the recipients see it as a message that comes directly from you. Email can be sent to any valid email address. It can be used to send notification or other email to the users of the application as well as any other contact or contacts, and it can do this using automation (Workflows) so that the message is automatically sent. Email templates can be created for any purpose. These templates can include information from the application itself, like a merge document or form letter. For example, you could create an email template designed to welcome a new client that would automatically insert the client's name and the name of their new account manager as part of the message. Or it could be an internal email that automatically gets generated and sent as part of a workflow, for example when a sales person closes a sale, their manager gets an email from them with the details of the sale.
Currently the email functionality is based on the location(s) in the entire organization, so if an email account or template is entered it is available only to that location. Only that locations contacts are available to send messages to. A user must have a profile in that location with the appropriate permissions to use the email functions.
Add an Email Account.
Email Templates
Email Object Overview
Email and SMS Object Setup
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