E-mail a contact
Write and send an e-mail to a contact without leaving ASTRO. It goes from your company's e-mail address, replies come to you, and it is recorded on the contact's and the company's timeline.
Send an e-mail
- Open the contact and select E-mail, or select ⋮ on the contact's row in Contacts (or on a company's Contacts tab) and choose E-mail.
- Pick a Template, or start from scratch. The contact's name, their company and your name are filled in.
- Change anything you like in Subject and Message. Add people in Cc, or tick Send me a copy.
- Choose a day in Follow up to add a follow-up for this contact.
- Select Send. Your brand's signature is added at the end.
Let ASTRO write it
- Open Write with ASTRO in the e-mail window.
- Choose what it is for: New prospect, Follow-up, Check-in or Other.
- Optionally say what it should say, for example "thank them for the demo and suggest a call on Thursday", and choose a tone.
- Select Write it. To change what is there, select Improve or Shorten.
ASTRO writes from your calls, meetings, notes and open deals with the contact, never from notes marked internal, and never adds prices or promises that are not there. It only writes into the window: read it, and nothing is sent until you select Send.
When it cannot send
- E-mail is not set up for this company: an administrator connects an e-mail provider on Administration › Company settings.
- A {{…}} is left in the text: a template field had no value. Replace it with the right words.
- On a test system, the e-mail goes to the test mailbox the window names, never to the contact.