Steps to track emails for a contact in Jacktrade.
Email can be sent to the contacts directly from Jacktrade. The emails sent to the contacts can be tracked and viewed in the application itself which enables the business to track the communication happening with the contacts.
Let's see how the emails sent out to the contacts are tracked in Jacktrade.
1. Go to the Customers Module.
2. Select any contact that you wish to see the communication history for.
4. You will see two tabs here, Engage and Communication. From the 'Engage' tab, you can send out an email to the contact. You can see all the prescripted emails here and you can quickly send out emails with these prescripted email templates.
To track the communication, Click on the communication tab here.
5. You can view and track all the emails sent out to this contact here. You can view what email was sent out at what time and also the email status. The email status tells you if the email was sent, delivered, opened, clicked, or bounced.
