A successful organization is always looking to develop business all over the country and internationally. One way to develop is by communicating with leads since it is crucial for success in a fast-growing competitive world.
Every now and then, it is important to keep touch with leads in different stages of the Sales engagement and sending email communications to leads through FranConnect system make it convenient and reliable to track and create reports.
Note: Only emails open from Microsoft Outlook or from Gmail Domain in any electronic device can be tracked and reported. Emails sent to other domains, opened in smartphone or electronic devices cannot be tracked as Read.
In this guide, we will cover how to manually send emails to Outlook and Gmail and how to track these emails and create reports for status check.
You can start from the Sales side:
Send an email through Send Email from the Lead’s Primary Info to open from Outlook.
Send an email through Send Email from the Lead’s Primary Info to a Gmail address.
Open the email from Outlook.
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Note: This records the email as status: Read in the Activity History of a lead.
Open the email from Gmail account in Android phone.
Open the email from Gmail account in iPad Device.
Note: This records the email status: Read in the Activity History of a lead.
From the Sales > Reports > Email Status Report, the emails open from Gmail and Outlook are recorded in the results.