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Storing emails against Opportunities


Emails

If you want to track and log your emails in iVvy that have been sent from your current email system, you can use the CC email address that is unique to each opportunity that you create.

  1. Click onto the Emails Tab

  2. Click on the Email Link (Or Copy into your email system)

  3. This will allow you to create a new email and cc in the correspondence into iVvy so that the rest of the team can see all communication. It will also allow you to forward any existing email chains back into iVvy.

  4. Pro Tip: If you need to send a Function Kit or Brochure to a customer, send it from your normal email address, and CC or BCC this email address at the same time so that your team can see that this email has been sent

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