I am pretty sure others have this scenario where they email people other than the main contact from the Deal's page. This is intended for this user case.
NB: Please note we cannot use the Bulk email feature (since we need to send an email template from the Deal's page) and we can't use the Participants features (since we can't add Participants in the BCC field)
So here is the scenario:
When we receive a deal, we proceed as follows:
1 - We send emails to different affiliates in a specific city using the BCC recipient field, we do this manually one by one (we can't use Bulk from the Contact page since we send an email Template)
2 - We get replies
3- We email the customer and the conversation continues with the customer
- It would be great if we can group our affiliate emails by City or by Tag. This will save us tons of time. We would just type in "NYC" in the BCC field and it would add all the Affiliate emails from New York for example...
- When we click Send email, it places the Contact's email automatically, this can lead to sending an email to the Deal's Contact by mistake, instead of our Affiliates. It would be nice to have an option for this: if we click on the actual email (email@example.com), this will place the Contact in the To: field. Otherwise the Recipient's fields (To/Cc/Bcc) will stay empty.
- In the deal's email thread, can you color the email that is actually sent to the customer with a different background color so we can identify directly the conversation we are actually having with the deal's Contact when we read the thread.
This feature is not offered by other CRM's as far as I know, so it would be a really nice addition to Salesmate.
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