Mailbox module for Perfex CRM
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Mailbox module for Perfex CRM
  • πŸ™ŒMailbox module for Perfex CRM
  • πŸš€Module's Installation
  • 🚧Configuration Steps
  • βš™οΈSettings Reference
  • πŸ”Gmail OAuth Setup
  • πŸ”Outlook OAuth Setup
  • πŸ’»Operational Guide
    • βœ‰οΈComposing an Email
    • ↩️Replying to an Email
    • ➑️Forwarding an Email
    • πŸ“Organizing Emails
    • 🧡Email Threading
    • πŸ‘οΈPreview Pane
    • πŸ”Advanced Search
    • πŸ“¦Archiving Emails
    • ⏰Snoozing Emails
    • πŸ“‹Creating Email Rules
    • πŸ“‡Contacts Book
    • 🏷️Email Tags (Labels)
    • πŸ‘€Assigning Emails to Customer(s)
    • 🎯Assigning Emails to Leads
    • 🎫Converting Emails to Tickets
    • βœ…Converting Emails to Tasks
    • πŸ“…Send Later (Scheduling Emails)
    • πŸ€–Auto-Reply Messages
  • πŸ“•Troubleshooting
  • 🌐Translation
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πŸ’»Operational Guide

βœ‰οΈComposing an Emailchevron-right↩️Replying to an Emailchevron-right➑️Forwarding an Emailchevron-rightπŸ“Organizing Emailschevron-right🧡Email Threadingchevron-rightπŸ‘οΈPreview Panechevron-rightπŸ”Advanced Searchchevron-rightπŸ“¦Archiving Emailschevron-right⏰Snoozing Emailschevron-rightπŸ“‹Creating Email Ruleschevron-rightπŸ“‡Contacts Bookchevron-right🏷️Email Tags (Labels)chevron-rightπŸ‘€Assigning Emails to Customer(s)chevron-right🎯Assigning Emails to Leadschevron-right🎫Converting Emails to Ticketschevron-rightβœ…Converting Emails to Taskschevron-rightπŸ“…Send Later (Scheduling Emails)chevron-rightπŸ€–Auto-Reply Messageschevron-right
PreviousOutlook OAuth Setupchevron-leftNextComposing an Emailchevron-right