What email management features are available in Annelite CRM?

Annelite’s shared email Inbox is packed with features to help your team streamline email management. For starters, you can use Annelite to send and receive email from any number of personal and company emails, such as you@yourcompany.com, sales@mycompany.com, support@anothercompany.com. All email sent and received by you and your team members is displayed on the Contact…

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What does the Outbox error icon mean?

When the Outbox folder displays a red error icon, this means that there are messages which Annelite wasn’t able to send. Usually this happens because the remote SMTP server returned an error. These unsent messages are highlighted in red. Click on the message subject to display the actual error message returned by the SMTP server.…

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What are the features of system message folders?

Inbox is where all incoming mail is placed, unless Filters move messages to a custom folder, archive, or delete it on arrival. Outbox is where unsent messages are placed while they are queued for delivery. After the messages physically leave the system, they can be found in Sent folder. Draft contains messages saved as draft.…

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What are the different ways to create new contacts?

There are six distinct ways you can create new contacts in Annelite. To create a contact manually, click on + sign or Create new contact from email. You can add Message Filters that will create new contacts from email based on the criteria you define (for example, if subject contains the words “contact form”). A…

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What are Tags?

In Annelite, a Tag is a non-hierarchical keyword or label assigned to an object such as a Message, Contact or Activity. A tag is metadata that helps describe an item and allows it to be found again by browsing or searching. Even though Tags are typically chosen informally and personally by an individual user, they…

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What are shared files?

You can upload any number of files or documents to each department that will be shared among your team. Shared files can be attached to messages without having to upload the file from your local hard drive every time you compose an email.

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