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Emailing Individual Contacts directly from Sage CRM

You can send out specific emails to contacts from the person record, or from the context of a specific job or opportunity.  Additionally, you can leverage Sage CRM’s email templates features which make it easy to merge dat and send consistent messages. I use templates all the time.  Whenever we send out an email from Sage CRM, the system automatically records a copy of the email. 

From Outlook, using  Accelerator, we can still leverage our contacts and our Sage CRM email templates, however, the user must consciously decide if they want a copy of the email put into Sage CRM (and where). 

You can learn more about how Sage CRM manages communications on this page of the My CRM Manager website.

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