CRM in Email View

If you are in the process of replying an email, there is also the CRM option on the left side of the page. You can add CRM's by clicking [Manage] and delete by clicking on the bin icon.

CRM in Email View

When clicking [Manage] the following pop-up page will appear where you can add new CRM Comments and reminders, setting the desired date and assigning them.

CRM Comm