In xRM e-mails, you can use any data in CAS genesisWorld as the basis for your communication. For example, you can write personalized e-mails to your opportunity customers and any linked contact persons using information from the opportunity. Thus, you can professionally handle frequently recurring requests with a few clicks.
xRM e-mails can be used simultaneously for multiple data records of the same type.
Templates for xRM e-mails can be created by any user who has been granted the specific rights to do so by the administrator.
You can use templates if you have the necessary rights to the desired template. As a recipient, you can select random addresses which are linked to one or multiple master data records. Furthermore, you can select fixed recipients.