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How to track sent emails in Radius CRM?

From version 2.0, there is a new unique feature added in Radius CRM for tracking sent emails if they are opened by the "sales" features users. This feature will help you to easily determine eq. if the contact opened the email when you sent the invoice to the contact email.

This is only applied to specific emails.  Below, you can find the list of which emails/email templates are tracked.

  1. Send Invoice to Customer
  2. Invoice Already Sent to Customer
  3. Invoice Overdue Notice
  4. Send Estimate to Customer
  5. Estimate Already Sent to Customer
  6. Estimate Expiration Reminder
  7. Send Proposal to Customer
  8. New Comment (Sent to Customer/Lead)
  9. Proposal Expiration Reminder
  10. Send Credit Note To Email
  11. Send Contract to Customer
  12. Send Subscription to Customer
  13. Subscription Payment Failed

You can check all available email templates mentioned above in Setup->Email Templates.

- Checking if the email is opened.

You don’t need to configure anything, the feature is auto turned ON and will work out of the box while you use Radius CRM.

Let’s assume you sent an invoice to a contact and you want to see if the contact opened the email.  In the admin area, open the invoice preview area and click on the envelope menu icon.  There will be a list of all tracked emails sent with indicator that it's opened or not.

Tracking mail ang 0

Use the same steps to see if the email is opened for all other features.

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