The Email module in WeekMate CRM allows you to send emails using a company-specific email account. This helps ensure that communication is sent from the correct organization identity when dealing with clients, vendors, or internal teams.
You can choose a company email account while composing the email and send messages with attachments if required.
Before You Begin
Before sending an email, make sure:
You are logged in to the WeekMate CRM User Portal.
The company email account is configured in the system.
You have access to the Email module.
Steps
Log in to the WeekMate CRM User Portal.
Navigate to the Email section.
Click on Compose Email.
Select the company email account in the From field.
Enter the recipient’s email address.
Add the email subject.
Compose your message.
Attach files if required.
Click Send to deliver the email.
Video Tutorial
Watch the video below for a complete walkthrough of this process in WeekMate CRM.
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