Mailroom is Vtiger’s Email Handling Tool, a Digital Ode to the Physical Mailroom That Organizes Mail for Organizations Big and Small. It Ensures That Every Inbound Email Ends Up Exactly Where It Belongs in Vtiger. Whether the Email Asks to Create or Update a Lead, Contact, Ticket, or Other Record; or to Attach an Email to an Existing Record, It Can Be Done Instantly With a Simple Forwarding to Mailroom. Bcc/forward, Used to Create Records and Update Record Fields Bcc or Forward Email to Mailroom Send a Bcc Email to Your Email Address When Sending an Email to Attach It to Your Vtiger Record Hubspots’ - State of Inbound: Sales Edition Report States That Over % of Sales Professionals Find Manual Data Entry to Be the Most Tedious Part of Using a Crm System.
It Doesn’t Help That Sales Reps netherlands whatsapp number list Can’t Do What They Do Best – Sell. Vtiger’s Mailroom Takes the Hassle Out of Managing Crm Data. To Create an Opportunity or Update a Contact Record, Sales Reps Simply Forward the Contact’s Email Correspondence to Their Designated Vtiger Mailroom Address. Mailroom Then Automatically Creates the Related Records and Updates the Record Fields So Your Sales Reps Can Get Back to Selling.
Bcc/forward, Attach the Email to a Specific Record Email Archived Attached Emails Automatically Appear in the Email Tab of the Related Record Businesses Often Set Up a Customer Service Email Address as a General Starting Point for Customer Service Inquiries. By Setting Up That Inbox to Automatically Forward Emails to Mailroom, the Service Team Can Ensure That a Lead and Ticket is Created for Each Email, With the Relevant Email Attached. But if a Rep Working on That Case Later Receives a One-off Email Related to an Open Ticket, What Happens to the Email History? By Simply Forwarding That Email to the Ticket’s Email Address , Mailroom Knows to Attach It to That Ticket.