Sending an email to stakeholder is quite a straight forward task in CRM. We can simply follow below steps to get the work done.
\n1)\u00a0Log into Sage CRM.
\n2)\u00a0Right click on New button.
\n3)\u00a0Select New Email option from list.
\n4)\u00a0Select the From Email address.
\n5)\u00a0Enter the required Email address details in To and CC field.
\n6)\u00a0Click on the send email button.
\nNow as a part of different Sales and Services processes most of the organizations configure multiple email aliases to send out emails. These are configured as..
\n1)\u00a0Log into Sage CRM.
\n2)\u00a0Go to administration | Email and Documents | Email alias.
\nWhen these aliases are set and CRM agent works on the Email sending every time he has to select an email address in From Email address field from available aliases. Can this field set an email address by default? Well, the answer is yes.
\nUsing some simple steps given below your requirement can be achieved.
\n1)\u00a0Log into Sage CRM.
\n2)\u00a0Go to administration | Customization | users.
\n3)\u00a0Find the Users find screen.
\n4)\u00a0Click on the last name hyperlink.
\n5)\u00a0Click on the User Preference tab.
\n6)\u00a0Click on the change button.
\n7)\u00a0Select required email address from Default E-mail address field.
\n8)\u00a0Click on the save button.
\n9)\u00a0Check the same.<\/p>\n","protected":false},"excerpt":{"rendered":"