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Email to any customer

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.
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