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Emails

Introduction to Email Templates

Below is all the information on your email template folders and their content so that you know how to quickly navigate these folders when sending an email, so let’s get started! Unfiled Public Templates These ...

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Send an Email

You can send emails to your contacts from your Jungo App. Not only does this save a record of that email on the Contact record, but any email that is manually sent individually (or as a mass email) is trackable...

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Create, Clone, and Edit Email Templates

Your CRM comes with many templates ready for you to use, organized into different folders to make them easier to find. The most popular folder is Jungo Templates where you will find such templates as the Blank ...

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Clone an Email Template

Sometimes the easiest way to create your own email template is to clone an existing one. Whether you are cloning Blank Letterhead for its general layout and merge fields or another template that has similar wor...

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DARTS - Your 0 Inbox Solution

DARTS™ IN ACTION Have you ever wondered how you managed to accumulate so many emails in your Inbox? If you ever looked at Outlook or Gmail and wondered, "How am I ever going to catch up on reading and respondi...

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Add Email from Outlook to CRM

You can setup the Outlook add-ins without syncing the Calendar or Contacts if you want just the Add Email options. To install the add email option; follow the instructions for the Outlook sync (either 2003/200...

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Add Email from Outlook to CRM (Linkpoint)

Looking for a more robust solution on how to save emails from Outlook to your CRM? Look no further! Linkpoint Connect is a third party application that allows a user to connect Outlook with the CRM. It has a lo...

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Add Email from Apple Mail to CRM (Maildrop)

Looking for a solution on how to save emails from Apple Mail to your CRM? Look no further! Maildrop is a third party application that allows you to save emails (including attachments) to existing contacts and...

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Add Email from Gmail to CRM (Ebsta)

Ebsta is a third party application available as a Google Chrome extension. For support on this product, go to their Knowledge Base (https://ebsta.zendesk.com/home) or contact Ebsta: support@ebsta.com. With Ebs...

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Add CC/BCC to an Email

There are a few ways to carbon copy (CC) or blind carbon copy (BCC) additional people when you are sending an email from the CRM. To CC or BCC another User: Click on the CC or BCC link. From the Show dr...

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