WE'RE HERE TO HELP!

Email Settings Section

Send Email Message – Allows a user to send an email message to the primary contact or any contacts from the record update, edit profile or view profile pages.

Receive Email Messages – Allows a user to receive email notifications. 

Receive Email Notification Messages – Controls whether an express email notification message is sent to a user who is an account manager or a partner rep when a record is assigned 

Send Bulk Email Messages – Allows a user to send email messages to contacts from the “Search Results”, “Accounts” and “Contacts” pages  

Bulk email Messages Allowed:
Per Day – Sets a maximum limit on email messages per day.
Per Search – Sets a maximum limit on email messages per search.  

Add / Edit / Delete Group Email Templates – Allows a user to add, update and delete group email message templates. 

Access to Group Email Templates – Allows a user to access and use group email message templates when sending email messages.

Email Opportunities to All Reps – Allows a user to email opportunity to multiple people in hierarchy.

Was this article helpful?
How can we improve this article?

Leave a Reply

Your email address will not be published. Required fields are marked *

Need More Help?

Can't find what you're looking for?
Email Us

WHAT'S NEW IN APP4

In This Article
Scroll to Top