ShareCRM Email Application

ShareCRM’s email application is a lightweight email client seamlessly integrated with CRM. Employees can use it to send and receive emails, as well as forward emails to Chats, Feeds, CRM objects, and sales records for efficient business collaboration.

Usage Notes:

1) Your corporate email server allows different email clients to send and receive emails via standard protocols. Therefore, you can use other email clients (e.g., Foxmail, Outlook) alongside ShareCRM’s email app. The app does not delete emails from your server—historical emails are retained based on your server’s service agreement.

2) If the admin enables “CRM Object Email Archiving,” emails exchanged between employees and customers will automatically be archived under the Emails object and linked to Accounts, Contacts, Leads, and Opportunities after email binding.

3) The email app syncs with the server periodically (default: every 5 minutes). You can manually refresh to fetch the latest emails.

4) The app supports multiple Terminal types (Web/Android/iPhone).

1. Employee Email Binding

Employees must bind their email accounts before using the email app.

Access the app via the main navigation under More. First-time users will see a binding prompt:

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Email Account Binding Prompt

Note: Each employee can bind only one email account.

2. Email Application – Web Version

ShareCRM’s email app stands out by integrating CRM functionalities:
- Quickly save email senders/recipients as CRM Contacts.
- Auto-match email addresses with corporate Contacts and Account contacts.
- Auto-suggest email addresses from corporate Contacts and Account contacts when composing emails.
- Forward emails to Chats or Feeds for streamlined communication.
- Automatically archive employee emails in CRM.
- Initiate emails directly from CRM objects.

2.1 Save Email Contacts as CRM Contacts

Hover over an email address, select More Actions > Save as CRM Contact to add it to CRM.

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Quickly Save Email Address as CRM Contact

2.2 Email Threads

Hover over a contact and click Email Threads in the pop-up card to view past exchanges.

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Email Threads Entry in Contact Card

2.3 Forward Emails to Chats, Tasks, Calendar, or Sales Records

#### Forward to Sales Records
Sales teams often archive client emails as sales records for future reference. Emails can also be forwarded to Chats, Posts, approvals, tasks, or Calendar to support diverse workflows.

Steps:
In the email view, select ShareCRM > Forward to Sales Record, then link it to relevant objects (e.g., Account, Contact, Lead, Opportunity).

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Manual Sales Record Archiving Entry

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Sales Record Archiving Pop-up

2.4 Email Account Settings

#### 1) Signature Setup
Go to Email > Account Settings > click Edit next to Signature.

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Signature Settings

2.5 Other Features

#### Link Emails to Accounts
Detailed scenario to be added.

Email Tagging

Detailed scenario to be added.