Admin is a user with additional permissions. Admins can add, edit, delete and assign users to Departments. Inside a department, admins choose which email identities users are allowed to use when sending messages. Unlike users, admins have access to the Account Dashboard and billing information.
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…
DetailsThe Email Dropbox feature lets you use any desktop, mobile or web email client with Annelite. Simply BCC any email to your you@annelite.net address, and it will automatically be placed in Sent folder and filed against the appropriate contact. (Imagine never again copying and pasting any special “dropbox” email addresses.) To start using dropbox, you…
DetailsInvoice 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.…
DetailsEvents 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…
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