Using the Email From My Account Function
Everyone has a particular email account that they’ve been using for years. It’s a comfortable, familiar tool where you can keep all your saved templates and your automatic signatures set up just how you like them. It’s where your emails can be organized neatly into folders, where the important emails can be marked with stars, and the unimportant ones can be assigned to the trashcan. It’s where you can have everything just the way you like it. And we want to make sure that you can bring all of those benefits with you to your Paws Dashboard when it comes to working your leads.
The Email From My Account function is one of the methods we provide for communicating with leads and logging the information on the dashboard, while at the same time letting you use your own email account.
The first step is to set up the Email From My Account function so that it opens up to the email provider you use. This is based on the settings of your computer, tablet or smartphone. The option you would need to change is called the “mailto”. So, for example if the email you use is Gmail and the internet browser you use is Internet Explorer you can find out how to set it up by doing a Google search for “mail to gmail internet explorer”. If you’re not sure about how to make the change please let TigerLead’s Client Services team know and we’ll be happy to help!
Once you have it set up, you can go to any lead’s page on your Paws Dashboard, click the Email From My Account link, and your own email account will open right up. While the sheer value of customized emails can’t be overstated, having your own templates saved can be a great framework to build on! You can also add attachments, such as contracts. You can include links, such as videos. You can use saved, customized signatures with any logos, photos or e-cards you want to include. And even though you’re sending it from your own inbox, any text in the email will be saved in Paws so that you have a record of it.
Using your own email account together with Paws’ logging system gives you the best of both worlds when it comes to communicating with leads. As usual if you have any questions our Client Services team is always ready and happy to help.
-Dave Martin, Client Services