Sending Email in Maximizer CRM




About this tutorial:

Video duration: 00:06:03
Applies to: Maximizer CRM 12 Summer 2013 (Web Access) and Maximizer CRM Live July 2013 and later.
This video describes how to send email to contacts in Maximizer CRM.
00:40 Sending email to contacts
01:45 Setting email preferences
02:07 Set a default font
02:22 Set up email signature
02:55 Email templates and merge fields
03:12 Modify email templates privilege
03:41 Add merge fields to email
03:58 Save email template
04:07 Access rights for email templates
04:19 Sending email using templates
04:25 Adding selected entries to email message
04:34 Send as “Separately” email option
04:51…

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