Hi everyone,
I am setting up Frappe CRM for my sales team and I need to clarify the best workflow for email communications.
My goal is to allow every Sales Representative and Manager to use their own individual company email accounts (e.g., name@company.com) for all client correspondence within the CRM.
Here is what I am trying to achieve:
Personalized Sending: When a user sends an email from a Lead or Deal, the “From” address should be their own personal work email.
Seamless Syncing: Incoming replies to a specific representative should be automatically pulled into the CRM and attached to the relevant Lead/Deal timeline.
Privacy & Access: Ensuring that while users use personal accounts, managers can still view the communication history on the records they are authorized to see.
My questions:
What is the recommended way to link individual email accounts to specific users to ensure the CRM defaults to their personal account for outgoing mail?
Are there any specific settings in the “Email Account” doctype I should be aware of to prevent emails from being mixed up between team members?
Is there a best practice for managing “Sent” folder synchronization for individual users?
I would appreciate any advice or documentation links regarding this setup.
Thank you!