Sending an email to the customer directly from the CRM is also a powerful feature of Bearbook CRM. A user can interact with customers using email feature of CRM.
Steps to send an email to any customer,
- Click on the email icon in the contact list,
- If your email is not linked with the CRM then you have to first link your email with the CRM.
To link up your email, follow Two way sync link.
- If your email is linked then add the email and send to the specific customer.