How to reply/CC email on Nutsales
Step 1: On Dashboard or Pipeline pape, click on any email (or use filters to search) to see Nut-detail
Step 2: In the "Email" category of the "Activity" section, you can reply to messages directly within Nutsale without switching to Gmail. Simply click "Reply" to compose your response, and attach any necessary files
NOTE: Now you can now easily send emails to multiple recipients at once and reply to all the recipients directly within Nutsales with our new CC feature (tutorial link)
How to add Comment/Note/File
1. How to tag team members and discuss?
Within the "Comments" category, you can post a comment and tag relevant team members. This allows you to discuss problems and collaborate with your team directly inside Nutsale
In the "Note" category, you can write your own note (only owner of the task can make a note)
2. How to attach a file with an Email reply?
In the “Files" category, you can upload your files by clicking on the button labeled "Attach new file", select the file from your device, and click "Open" to start the upload