ForteCRM.Tutorial.Email

Forté CRM Tutorial Forté Email 1Forté EmailForté CRM is a complete, fully featured email client for POP3 and SMTP email servers.With Forté CRM emails are filed against contacts, along with notes,documents andappointments, creating a complete electronic folder of activity for each client. Forté CRMhas efficient sorting, filtering and search options to easily locate emails. Emails can begenerated for lists of contacts. Emails are updated automatically every 5 minutes, or they can be manually sent andreceived at any time using the 'Send and Receive' button at the top of the screen. Standard email foldersEmail Inbox Incoming emails will appear in your Inbox. Clicking on Email Inbox in the treeview on theleft of the screen will display all your incoming emails on the right of the screen. You can then deal with these emails (File, Print, Reply, Delete, etc.) by choosing one ofthe options at the top of the email screen. Alternatively, right click on the required emailand select one of the options in the drop down menu.DraftsEmails can be saved in the Drafts folder to be edited and sent at a later stage. This isuseful when you are unable to complete your email, or you do not have all the required© 2007 FortéCRM LtdForté CRM Tutorial Forté Email 2details on hand. Select the email from the Drafts folder when you are ready to continue.OutboxAfter you create an email and press Send, the email will be stored in the Outbox to besent on the next 'Send and ...