Unfortunately you can't do this just yet in Engager.
This is something that we will be working on. You can vote to improve the chances of us working on this feature next - https://engager.sleekplan.app/feedback/172567
What you can do in the meantime, and this is perhaps better, is if you want to assign a team member an action, instead of forwarding an email - create a task instead
Tasks - Received an email that you need to act on later that week? Maybe a client’s asked you to review their accounts before the weekend. From the email options, select ‘tasks’
From here, you can select which staff member you want to assign a task to and also select the client in question, if you’ve not LINKED your emails to that client.
From here, define what you want the task to say / do / repeat etc - mark it as high priority too if needed
This is a much more effective way of operating, than say forwarding on an email for a team member to deal with it. It’s more action-based.
When you’re looking at through the emails, we’ll even given you visual indicators of tasks assigned to that client that have been completed or due - check out the colour system used - again very handy when trawling through emails.
Seeing client emails outside of the integration
Any email, text, meeting or call log can be viewed by the CRM feature, within the client.
Once you’ve sent an email from the client’s account, or linked via the Email integration, it will be visible in the CRM
SImply head to Client - CRM - Communication
From here you can see the log of all interactions with the client, even the Auto Reminders!
Although we’re not a CRM provider, we’ll still show you email logs, you can search, fire out emails or sms and even log calls / meeting outcomes against that record.
https://help.engager.app/hc/en-gb/articles/18597468961426-How-To-Manage-Emails-In-Client-Engager
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