Additional Email Functionality - Resend, Reply, Forward
gathering votes
K
Kevin Baker
It would be helpful to have additional functionality with previously sent emails - resend, reply, and forward. This is helpful for when customers report not receiving them or they need it resent. Currently, following up on outgoing emails requires creating a new email, but having additional functionality would streamline conversations by keeping emails together.
Drew Adler
Merged in a post:
Forwarding Emails
A
Alex Bushey
We need the ability to Forward emails from our CRM. I have seen other feature requests from other dealers get denied. I believe we have enough want for this to be added as a change. This is basic functionality of emailing. We need to open, reply, and forward emails.
Drew Adler
Merged in a post:
Forwarding Emails
L
La'Quisha Turner
There is not FORWARD feature in DriveCentric for emails already sent.
Shelby Parker
Great to hear your perspective, La'Quisha Turner! I have a few more questions for you:
- Can you provide more details on the specific scenarios where you would need to forward emails?
- Are there any specific features you would like to see in the email forwarding functionality?
- Would you like to forward these emails within the DriveCentric system or to external email addresses?
Michele McCoy
Merged in a post:
Re sending a video
F
Francisco Gutierrez
So anytime I send a video to an incorrect email, There kind of is no way to redirect it to the correct email. So I think it would be a good idea to be able to forward either the entire email or re send it to the correct email or text
Shelby Parker
Hello Francisco Gutierrez! I have a few more questions for you:
- Can you provide more details on the frequency of this issue? How often do you send videos to incorrect emails?
- What is the current process you follow when you realize a video has been sent to an incorrect email?
- Would you find it useful to have a confirmation step before sending the video where you can double-check the recipient's email?
F
Francisco Gutierrez
Shelby Parker We used to use a platform called Snap Cell previously, Once the video was sent. It would kind of save the video in a log per say, There would be a link that could also be copied and pasted into a text or another email.
Michele McCoy
Merged in a post:
Email Forwards (Including Attachments)
J
JARED BICKNELL
I would like to be able to forward an email I already sent to a customer. Then I could resend them an email with attachments.
Michele McCoy
Merged in a post:
Reply Option from Outgoing Email
S
Silvia Viana
Current State: No reply option from an outgoing (only) email. If I want to follow up on an email to a customer that has not responded, we have to create a new email.
Future State: Reply option from an outgoing email. I want to be able to follow up with my customer without having to create a brand new email, but rather reply and the emails remain together as part of a conversation.
Shelby Parker
Great to hear your perspective, Silvia Viana! I have a few more questions for you:
- Can you provide more details on how you envision the reply function working within the context of our current email system?
- Are there specific features or functionalities you would like to see in the reply option?
- How often do you find yourself needing to reply to an outgoing email rather than creating a new one?
S
Silvia Viana
Shelby Parker
- I would like to be able to follow up with my customer from the last email they received from me, rather than them receiving 2 completely separate and unlinked emails.
- I would like for the conversation to remain present, being able to have the ability to reference the previous email because it is on the same chain. The same functionalities as when a customer replies, and I can hit "reply" from their email.
- As of right now, I have 61 customers that I could use this feature on.
A
Aurora Mendonça
Much need when working with couples, sending a quote to the Mr and it was supposed to be the Mrs. or visa versa. Forward allows to resend and not having to create a whole need email to send
Canny AI
Merged in a post:
Forwarding Emails
K
Kristi Malone
If a customer says they didn't get an email and we want to resend it there is no button to "FORWARD" the email to them.
Load More
→