Sending Email from Conversation Tab
STEP 1: Log in to VINTORY CRM
Switch to an Account
(Drop down menu on the upper left corner of the screen)
- Choose an account.
STEP 2: On the Dashboard, click on the CONVERSATION TAB
STEP 3: Select any of the three (UNREAD, RECENT, ALL)
- You can only send an email to a person you’ve already had started a conversation with and that person also needs to have an email address on his contact.
STEP 4: Choose a person you want to send an EMAIL
- Click the EMAIL tab right next to the SMS tab.