Przeszukaj pomoc

Unikaj oszustw związanych z pomocą.Nigdy nie będziemy prosić Cię o dzwonienie na numer telefonu, wysyłanie SMS-ów ani o udostępnianie danych osobowych. Zgłoś podejrzaną aktywność, korzystając z opcji „Zgłoś nadużycie”.

Więcej informacji

Is it possible to add a colour to emails depending on what stage of the sales pipeline the email/enquiry is at.

  • 2 odpowiedzi
  • 3 osoby mają ten problem
  • 2 wyświetlenia
  • Ostatnia odpowiedź od KenWCMG

more options

I was wondering whether it was possible to add a colour/tag to each email depending on what stage of the sales pipeline an email conversation was it (i.e. enquiry/replied to/invoice sent/paid etc.). If it could be automatic (i.e. not replied to is one colour, replied to another) that would be even better, although I suspect that this is a big ask.

I was wondering whether it was possible to add a colour/tag to each email depending on what stage of the sales pipeline an email conversation was it (i.e. enquiry/replied to/invoice sent/paid etc.). If it could be automatic (i.e. not replied to is one colour, replied to another) that would be even better, although I suspect that this is a big ask.

Wybrane rozwiązanie

Tags can be applied manually or automatically as an action in a filter, and the tags themselves can be defined with various names and colours.

One of the filter criteria is Status, so a filter can sort according to Status + is/isn't + Replied. Filters can be applied to incoming or sent messages.

Przeczytaj tę odpowiedź w całym kontekście 👍 1

Wszystkie odpowiedzi (2)

more options

Wybrane rozwiązanie

Tags can be applied manually or automatically as an action in a filter, and the tags themselves can be defined with various names and colours.

One of the filter criteria is Status, so a filter can sort according to Status + is/isn't + Replied. Filters can be applied to incoming or sent messages.

more options

Brilliant, many thanks for your helpful reply.