When you configure your external mail box such as Outlook, Gmail, Zoho mail, Yahoo and many more into your CRM account via IMAP or POP3 protocols, your mail box is integrated within the CRM. In the Emails related list of any records detail page, a user can see all the emails that are sent or received in their inbox.
Now since a user can send an email to a customer directly from the CRM as well as from the integrated mail box like Gmail, Outlook, Yahoo, etc, the status will be different in these cases.
Let's see a table to understand this in detail :
Email sent from integrated mail box
Email sent from CRM Server
Email is sent to the mail address either from within CRM or via integrated mail box.
Email got delivered to the mail address via CRM servers.
Email wasn't delivered to the mail address sent from within CRM or the integrated mail box.
Mail got opened by the recipient sent from within the CRM.
The mail was opened and the receiver clicked on the link that was sent in the mail.
When we receive an email in the mail box that is integrated with the CRM.
Mail sent or received from integrated mail box
Individual/Workflow alert/BCC dropbox/meeting notifications/mass email, etc.
Mail sent from within CRM
Email sent via CRM
The email has been sent from within CRM
The email has been sent from within CRM in bulk
The email has been sent from within CRM via a workflow rule
The email has been sent from within CRM as an alert for meeting scheduling/updating/canceling
The email has been sent from within CRM via a blueprint
Email sent via Integrated mail box (Gmail,Yahoo, office 365, etc)
The email has been sent or received via the integrated mailbox.
Email sent via external mail box
(Gmail, Yahoo, Office 365,etc)
Email has been sent via external mail box where the CRM server(mail id) has been added as bcc
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