Before they started using Annelite, our clients (ourselves included) managed their customer relationships using a combination of other software. This patchwork approach required endless copying and pasting between multiple apps, and constant switching back and forth between different windows to gather and reconcile customer data. Annelite eliminates all of this mindless busy-work so you can…
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…
There are two ways by which you can receive your existing email in Annelite: Auto-forwarding IMAP and POP We provide examples for Gmail and Google Apps. Other services will have a similar setup, please consult their documentation for details. Here are some other links for email auto-forwarding: GoDaddy • Yahoo! • Apple • Outlook Auto-forwarding This…
Please consult your email service provider’s documentation for complete details on setting up forwarding or IMAP/POP access. (In Gmail, click the Settings gear icon at the top right and go to Forwarding and POP/IMAP.) There are three ways to get incoming email into Annelite. 1. Auto-forwarding (recommended incoming option) This is the easiest way of…
To send outgoing email from Annelite, you will need to set up at least one email identity. Email Identities allow you to choose which address you want to use to send an email. For example, you can set up identities for both you@yourcompany.com and sales@someothercompany.com and you’ll have access to both addresses from within Annelite. You can set…
When you archive a message, it is removed from its current folder. The message will remain permanently archived in the system. You can search for it, or see it in the All Mail folder and the linked contact’s timeline. This functionality allows you to keep your email folders clear of messages that have already been…
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