Whats the difference between 'Mail' and 'CRM mail' and why dont they sync?
Ok heres my scenario,
1. created a new lead
2 converted to Potential
3. Wanted to send an email from our 'info@' address, so that all users can see whats going on, I can only set this up within 'email' module so i did,
4. I was hoping that the email I sent from 'email module' would turn up in the 'potential' module. It didnt.
This issue raises my next question, how can i force 'send mail' from potential module to send it from 'info@' rather than my user email 'jim@' or even have a choice.
Also why when we clone an email template why cant we allocate it to a different module-seems a bit of a pointless function as is.