The biggest advantage of SpinOffice: every email automatically ends up in the archive of the right contact. That way, you and your colleagues always see the full history with a customer.
Your email account does need to be connected. Haven't done that yet? Read: Adding an email account
Sending an email
- In the Inbox, click Compose, or choose New > Email in the main menu.
- Fill in the recipient, the subject and your message. Your email template with signature is used automatically.
- Click Send.
What happens next?
- Based on the email address, the email is linked to the contact and saved in their archive.
- Your email also stays in your own mailbox. Your inbox, sent items and trash are synchronized via IMAP.
Handling emails in the Inbox
- Finish: the email disappears from your Inbox, but stays in the contact's archive.
- Delete: the email goes to the trash and no longer shows among the regular emails in the archive.
- Unknown sender? You see a question mark. Right-click the email and choose Add contact.
Read also: Linking emails to contacts
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