GEM-BOOKS FAQ

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Access the History of E-mail Exchanges for a Specific Client

To access the history of e-mail exchanges with your clients, you need to configure your IMAP e-mail account in GEM-CAR.

E-mails that have passed through our servers will then be displayed in your customer files.

To view the history, go to Clients > Clients.

Select the client whose history you wish to check.

Click on the Marketing tab.

In this tab, you can see the Follow-ups associated with this client, E-mails exchanged with this client and the Categories of items purchased by this client.

 

Posted 2 months agoby Bianca da Silveira De Amorim
#189924 viewsEdited 2 weeks ago

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