Skip to main content
Question

Customer replies to emails sent via Acuamtica CRM and how to book it in activities

  • 10 August 2024
  • 0 replies
  • 20 views

We are attempting us better use Acuamtica CRM.  We have come across two issues when we send an email from Acumatica CRM to a customer. 

First, when the cutomer replies to these CRM emails, the replies are not being sent to the saleperson that sent the emails.  Instead, the reply email returns to the email address it was sent from (in our case “sales@alaskapulltabs.com).  So the salesperson never knows his customer replied to his email.  How to we address this issue? NOTE: we were told we should not set up “sending” emails for each salesperson, but instead use just a “sales” email. 

Second, the reply email is not being recorded in the customers profile “activities” tab.  How do we fix this issue? 

Be the first to reply!

Reply