Emails – Customers

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< 1 min read

Where can I see the emails that I have received and sent to my Customer?

1. To see the incoming and outgoing record of your emails to your Customer, go to the ‘Customers’ section.

saphyte customers tab

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number or email address to pull up the prospect data, or just select the prospect profile from the prospect list.

saphyte search box

3. Click on the ‘Emails’ tab. Under the Emails tab, you can see the log of emails sent and received.

saphyte emails tab