Tutorials / Emails / Working with Emails
Some of the key features of the email capability of ZipperAgent:
Different ways of creating an email message from ZipperAgent
1. Sending email from Contact/Opportunity list page
2. Sending email from details page of a record
While on the detail page of a record, click on the “More” button to expand and see all associated connections and communications of this record. On the right tabs, click on Email to see a list of email communication with this particular record. You can also send a new email by clicking on the Compose button.
3. Sending email from Emails module
You can also navigate to Emails module from Menu -> Activities -> Emails and click on “Compose” to compose an email.
Choosing “From” email
You can see all your integrated email accounts and ZipperAgent local folder under one roof here. Go to Menu -> Activities -> Emails.
The first tab, named “Local”, will always be available as this is the default email account for every ZipperAgent users.
Once you integrate one or more email accounts with ZipperAgent, those will also appear besides the Local tab.
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