Mail Manager is an integrated email client that allows users to perform CRM related actions on incoming email. It helps you create Leads, Contacts, Organizations, Trouble Tickets and To Dos from the emails that you receive in your inbox. Should sender’s email id match with a record in simply CRM, you can perform more actions like, Attaching email, Adding To do, Comment and Ticket. Additionally, you can manage composing, replying, forwarding emails etc.

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Configuring your incoming mail server video

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Step 1: Configuring your incoming mail server

Select your email provider to receive all emails right in your simply CRM. If your email provider is either Gmail, Yahoo, or Fastmail, then mail server name will be automatically populated. Otherwise, you will have to provide server name or IP address manually.

Follow few simple instructions to configure email provider Click Mail Manager tab. You will be navigated to Settings Under Settings tab, Select your email provider Mail Server Name will be automatically populated for Gmail, Yahoo and Fast mail Provide your user name and password Provide Refresh time Click Save

If your email provider name is not listed (Eg: Aol), click on Select Organization Type drop-down and select Other

Click Settings tab, click Select Organization Type drop-down and select Other Provide Mail Server Name or IP (Eg: imap.aol.com for Aol) Provide your User name and Password Select protocol supported by your email provider Enable SSL option supported by your email provider Provide validate certificate if you have any Provide Refresh Time Click Save

Step 2: Creating new records from your emails

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If the email you receive doesn’t match the email field of existing records in your Simply CRM, you can create either Leads, Contacts, Organizations, or a Trouble Tickets from within your email.

Follow few simple instructions to create records from within your email Click on your email to open On the right side of page, under Related Records, look up is made basing upon email id If email does’t match, click on Actions drop-down Click on either Add Leads or Add Organizations or Add Contacts or Add Tickets Modify values in the pop up, if necessary Click Save

Step 3: Updating existing record from within your email

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If email matches with the existing record in your simply CRM, you can associate a To do, Trouble Ticket, add a Comment, or attach an email to the record.

Follow few simple instructions to update record from within your email Click on your email to open On the right side of page, under Related Records, look up is made basing upon email id If email matches, click on Actions drop-down Click on either select Add To do, Add Trouble Ticket, Add Comment or Attach Email Modify values in the pop up, if necessary Click Save

Step:4 More Actions

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Apart from managing operations on incoming emails, you can perform more operations like sending out emails, replying and forwarding emails, searching, grouping all emails sent from simply under different folders, saving drafts etc. Custom filters in your personal email account will also be displayed. You can move emails in and across those folders.

Sending out emails

Follow few simple instructions to send out emails from Mail Manager

1. Click Mail Manager tab
2. Click Compose
3. Enter recipient’s email in To Field. Click on folder next to To field to search for email ids across records in Simply CRM
4. You can also attach files to your email. Click Upload to attach files from your machine, click Select Documents to attach files saved in your Documents module.
5. Click Save Now to save your email in Drafts. You can send out those emails later.
6. Click Select Email Template to populate previously saved email templates
7. You can also have rich text, images, tables etc in email body
8. After composing email, click Send

Sent Mails

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All the emails that will be transferred from Simply CRM will be displayed under Send Mails. It groups emails sent to Leads, Contacts, Organizations and Users under different folders. Emails sent from the CRM can be seen under Reports > Email Reports folder.

Also, in Mail Manager Settings, you can choose which folder in your email account, do you want to copy the sent mails to. We recommend having a folder called Sent Mail in your Email account, and choose that folder in Mail Manager.