This assumes you have set up SMTP Email Integration or Sengrid Batch Email Integration. If you have not done this, don't hesitate to contact our support team at 812-269-8402 and we will help you set those up!
If you are using our batch email provider Sendgrid you will be able to see the status of emails you send from Arborgold
Emails sent to a customer
Emails sent regarding proposal/job
Log of all emails sent
To view all emails sent to a customer
From CRM profile
Open the customer whose activity you would like to review
Navigate to the Emails tab
From here you can:
View the status of the email (pending, delivered, sent) (see here for more information regarding email status)
See to and from email addresses
Double click on a line to see the email content sent to the customer.
To view all emails sent regarding a specific proposal/job
From Job
Navigate to the Email tab
From here you can:
View the status of any email that is connected to the specific job (pending, delivered, sent) (see here for more information regarding email status)
See to and from email addresses
Double click on a line to see the email content sent to the customer.
Note: the emails you see here are also viewable from the customer's CRM profile
To view a log of all emails sent via Sendgrid or SMTP email
From the gear icon
Go to Tools
Email Outbox
Adjust view filters for your needs
