Onexfort - Sending emails

Emails sent through Onexfort are stored in the system, allowing you to keep track of all customer interactions in one place. This ensures consistency and transparency, as all team members can access the communication history 

1. Log in to Onexfort:

• Access your Onexfort account via the login page.

2. Go to the Communication or CRM Section:

• Navigate to the Contacts or Jobs section where the email communication is tied to a specific customer or job. Some systems may have a dedicated Emails section under CRM tools.

3. Select the Contact or Job:

• Choose the contact or job to whom you want to send an email. This will bring up their details and history, including previous communication.

4. Click the “Send Email” Button:

• Look for a Send Email or Compose Email button. This may be located in the contact’s profile or the communication history section.

5. Compose the Email:

• In the email window, you can type your message, attach files if necessary, and select pre-designed templates if available. Templates help standardize communication for common messages such as quotes, job confirmations, or follow-ups​

6. Send the Email:

• After composing, review the content, and hit the Send button. The email will be saved in the system for future reference.