ConvergeHub gives the convenience of sending emails from within its CRM. Hence, the users do not have to switch over to an external application/software for sending emails. They can easily communicate with their team members/business associates by sending emails through here.
Add the subject to the email which is mandatory.
Type in the recipient email address. (In case of a ConvergeHub user, you can select the name from the drop down option).
Choose the template for the email from the drop down option.
Click here to add Cc and Bcc options to the email.
Type in the message here. The email editor offers a wide assortment of features. Some of the important ones include Spellcheck, 18+ Fonts, Special Character, Multiple options in Date and Time format, Table Properties, Full screen Display and Preview.
Click to send the email.
Click to save the email in the draft section.
Click to cancel the creation of the email.
Click to attach a document with the email.