Email configuration

[mihoo1983]

Hello,

 

I just started using this product and its great for what I need.

I'd like to know why do I set the Email account up if there is no option for sending email from the program??

 

Regards

Mike

[mihoo1983]

Thank you for your reply.

Yet my question was: "I'd like to know why do I set the Email account up if there is no option for sending email from the program??"

Regards

Mike

[boblebrun]

Hello,

 

I am having the same problem with Reflect. Can we also use the emails and log them? I do not see any mail icon.

Thanks

Bob

[Calendyr]

Hello,

 

I have just spent several hours creating contacts in Reflect for all my clients.

 

I am trying to figure out how to send emails to them but just can't find out how.

 

I have configured the email part with my SMTP and password and all that. When I was done it opened a page that could not be displayed.

 

Please help!

 

Daniel

[bryce24]

Hi folks

Is there any way you can link email for instance outlook 2016 to enable sending email campaigns from reflect or to monitor emails sent with reflect

Thanks

Bryce

[Gekker]

Hello people,

 

From what I'´ve learned, Reflect CRM is just a database for internal use, it is not designed for direct interaction with companies, leads or contacts. It is used as an internal solution to manage customer relationships.

 

The email of each account, contact or lead is set for contact information to show on reports and such.

 

What can be emailed from Reflect is an Account, Contact or Lead PDF report to the email address you input. For example, if you go to the Contacts tab, right click any contact and select "Email report for this contact", you'll then be asked to enter the destination email address, a text message for the email and the PDF report will be attached.