Email and Communication
How to Send an Email from a Specific Company
Overview 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 ...
How to Make or Edit the Lead Notification Settings
Overview The Lead Email Notifications feature in WeekMate CRM allows you to configure email notifications for lead-related activities. You can create new notification rules or update existing ones to ensure the right users receive timely updates ...
How to Do the WhatsApp Setting
Overview The WhatsApp Settings feature in WeekMate CRM allows you to configure your WhatsApp integration for customer communication. Once configured, your CRM can use WhatsApp to streamline interactions with leads and customers, helping your team ...
How to Create or Edit an Email Template
Overview The Email Templates feature in WeekMate CRM allows you to create reusable email templates for common customer communications. Templates help maintain consistency across emails, reduce repetitive work, and save time when sending messages to ...
How to Change the Email Notification Settings
Overview The Email Notification Settings in WeekMate CRM allow you to control which email notifications you receive from the system. You can enable or disable specific notifications based on your role and preferences, helping you stay informed about ...