We offer both spam-filtering and anti-virus protection to our paying customers. Only email accounts (your-name@annelite.net) are protected. If you are using Annelite to download email from remote IMAP or POP servers, then spam and anti-virus protection are the responsibility of your email service provider. If your POP or IMAP email provider doesn’t offer spam filtering,…
The Response Library consists of templates that can be automatically inserted into the body of email. When the number of responses in your library exceeds twenty, the dropdown selector will be automatically replaced with a search box. Simply start typing the first few letters and select the desired response from the instant autosuggestion list. Response…
Events are types of activities (other types at this time include Deals and Invoices). Events can have the following attributes: Label. By default, there are the following activity labels in the system: Follow-up, Call, Note and Meeting. You can customize these labels by clicking Edit Labels. File. You can attach a file or document to…
A Deal is a type of activity. It represents something you want to sell, and has a money value attached to it. Deals at various stages of the sales process together form a sales deal pipeline, also known as sales funnel. By default, Deals in your Annelite account are not enabled. You can turn this…
Invoice is a type of Activity. Currently this feature requires that you have an account with FreshBooks. Once you activate the Freshbooks add-on, you can import contacts and invoices. Invoices appear as line-items on Contact Timeline, interspersed with other activities in chronological order. Click on Sync with FreshBooks to update invoices with the latest information.…
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