Introduction to email

• Standard Sage CRM email functionality lets users send and record emails using the embedded email editor or Microsoft Outlook and it creates communication records for outbound emails. The embedded email editor and Outlook are not mutually exclusive options for sending email, you can enable both.
• Email Management functionality is an optional extra to Standard Sage CRM email. It is a Windows service that runs as a background process on the Sage CRM server and processes inbound and outbound emails according to predefined business rules. It's installed automatically with a Sage CRM installation but must be set up and customized. It works with both the embedded email editor and Microsoft Outlook to handle outbound mail. It can also transfer information from inbound mails in your Outlook mailbox into Sage CRM.