Activating Empress's Email Dropbox for Efficient Communication

Guides & Tutorials
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Introduction

In today’s business environment, keeping track of all your communications can pose a significant challenge. That’s where Empress’s Email Dropbox Feature comes in handy. It simplifies the task of attaching relevant emails to their respective records, such as Leads, Customers, Suppliers, and other business partners. Instead of manually saving and uploading each email, you can now automate this process, saving time and ensuring a smoother workflow.

Understanding the Email Dropbox Feature

The Email Dropbox Feature is designed to streamline your email management. Once activated, it assigns a unique email address to each record in Empress. You can then copy this address and add it to the “To”, “Cc”, or “Bcc” field of any email you wish to forward. The email will then automatically be attached to the relevant record, allowing for more efficient tracking and management of your business communications.

Step by Step: Activating and Using the Email Dropbox Feature

  1. Enabling the Email Dropbox Feature

    To enable the Email Dropbox feature, start by navigating to the ‘Email Account’ settings in Empress. Look for the option labeled ‘Enable Email Dropbox’ and ensure that it’s checked.

  2. Copying the Unique Email Address for each Record

    After activating the Email Dropbox feature, a unique email address will now be visible on all records. Click on this email address to copy it to your clipboard. You can then paste it into the ‘To’, ‘Cc’, or ‘Bcc’ field of any email you wish to forward.

  3. Viewing the Attached Email in the Record’s Timeline

    Once the email has been forwarded, Empress automatically attaches it to the relevant record. You can view this email in the record’s timeline, providing you with a comprehensive overview of your communications related to that record.

Enhancing Your Business Operations with the Email Dropbox Feature

The Email Dropbox Feature is a practical tool for any business that deals with a large volume of emails and recordkeeping. By automating the process of attaching emails to their respective records, it not only organizes your records but also allows for easy reference and tracking of business interactions. This can greatly enhance your communication management, allowing you to focus on core business operations.

For further assistance with the Email Dropbox Feature or any other Empress features, please refer to our user-friendly guides or contact our support team.