Using email in Rizer CRM is simple. You can send and receive emails, like you do in your normal inbox, link emails to existing companies, share emails with your team and keep track of all relevant conversations in the right place. Inboxes in Rizer CRM Rizer CRM provides you with two main inboxes in which … How to use email inside Rizer CRM
Email templates are a fast way for your team to improve communication and send a consistent message. Email templates can be used in the company page or in your personal message center. After you create an email template, it becomes available in the compose new email modal. The template has a different behavior depending on … How to use email templates
Rizer CRM offers two types of automated emails to streamline your sales and marketing processes: sales intro emails and marketing emails. These automated emails help you engage with your leads and customers efficiently, saving you time and effort. Sales Intro Emails Sales intro emails are automated emails that are sent to a deal contact immediately … Automated emails in Rizer CRM
To add Gmail addresses to Rizer, you must first authorize our domain name with your Gmail setup. This is simple to accomplish using the Google Cloud Platform. The article below will walk you through the process step by step. Visit https://console.cloud.google.com/ to get started. Sign in as an administrator for your company. Create and then … How to set-up your Gmail credentials
Setting up your OVH email account in Rizer CRM is a straightforward process that can be accomplished in just a few simple steps. By integrating your OVH email with Rizer, you’ll be able to seamlessly manage your email communications directly within the CRM platform, streamlining your workflow and enhancing your overall productivity. When setting up … How to set-up your OVH email
