How the Email Add-On works in Office24by7 | Click to Email Feature | Admin Tutorial

Communicate smarter, faster, and directly from your CRM.

In this video, you’ll learn how to send professional and trackable Email messages from any record in Office24by7, whether it’s a Lead, Deal, Ticket, or any other module. With the Click to Email feature, users can compose and send emails instantly without switching between tools, ensuring every customer interaction is logged and traceable.

With Office24by7 Email Messaging, your team can streamline communication, personalize follow-ups, and maintain complete visibility, all from a single dashboard.

In this video, you’ll learn:
- How to enable and use the Email Add-on in Office24by7
- Steps to send an email directly from a Lead record
- Exploring Click to Email and Add Activity options
- Selecting sender details, CC/BCC fields, and templates
- Using attributes to personalize your email content
- Attaching files and verifying your email before sending
- Tracking sent and received emails in the History tab
- Viewing automatic email logs across modules like Leads, Deals, and Tickets
- Ensuring complete visibility and faster customer response within your CRM

Timestamps:
00:00 Introduction
00:34 Sending Email for a Lead Record
01:16 Configuring Email Step-by-Step
01:49 Selecting Templates & Preview Content
02:03 Using Attributes for Personalization
02:24 Adding Attachments
02:36 Tracking Sent Emails in History Tab
02:49 Same process for other Dynamic Platform
03:05 Conclusion

📌 Watch next:
Explore more https://youtube.com/playlist?list=PLVCcE8MMSouYFAX888oMl4zgqrfm5rEk3&si=Pb-0wUk90NW37Bgv in the Office24by7 CRM Admin Playlist to master automation, notifications, and communication features.

🌐 Learn more at: https://office24by7.com

#EmailMessaging #ClickToEmail #BusinessAutomation #EmailAutomation

Видео How the Email Add-On works in Office24by7 | Click to Email Feature | Admin Tutorial канала Office24by7