Email is a type of activity in Robosme where written communication with leads, companies, contacts, and processes is recorded. Sent or received emails can be managed within the system along with their relevant business context.

Email records can be associated with sales, case, and campaign processes. Thus, an email moves beyond being just a standalone message and becomes part of the relevant process.

When creating an email activity, standard email fields (subject, content, recipients, etc.) are used. Users can either save the email as a record only or send it directly if the necessary infrastructure is defined. Through existing email records, Reply and Reply All actions allow continuing communication.

Process Association and Conversion

An email record:

• Can be associated with an existing sale, case, or campaign
• Convert action can convert it into a new sale or case record

This way, an email can be used as a record that directly initiates a business process.

Participant Matching

Incoming emails are automatically matched by the system through email addresses with the following records:

• User
• Contact
• Company
• Lead

If the incoming email address matches multiple records in the system or does not match any, the user determines which record the participant belongs to. Through the participant resolution screen, an existing record can be selected or a new record can be created and assigned as the email participant.

Thanks to this structure, email traffic progresses by being associated with the correct people and companies, and communication history is managed without being lost.