Quote:
Originally Posted by Colin
Edited the original post to clean it up.
Thanks for the replies. Starting on the 1st, I'll be 'graded' on my e-mail replies to potential clients. Scoring factors will be timeliness (within one hour) and content (must provide price quote if asked).
The current workflow is as such:
-Prospect visits website to inquire and generates an inquiry.
-I immediately receive an email message telling me I have a new lead.
-I log into the CRM system and reply through the mail server there to log my reply time and use a set template that meets the content requirements.
With the iPhone I cannot get into the CRM system because it's Java based, but I will still have the email notification that I have a message, and the reply mail address. If I could figure out a way to use mail templates via some form of webmail, I suppose I could log in through Safari, select a template and reply immediately? Does this sound plausible?
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Unforunately I don't think there is any way to do the templates for email like you want. I suppose a work around would be to email the templates to yourself, move them to a template folder on the phone and then always use those and hit reply or forward to the new email address of the client. It's kind of a cludge but would work.
As for contact categories, you can't do it on the iPhone itself, but if you set up the contacts in a certain category in outlook the categories will be transfered over to the iPhone and you can view the contacts in each of the categories. I do it all the time.