In the realm of modern recruitment, effective communication is key, and Vincere, an advanced CRM, takes the lead in facilitating seamless interaction. This article is a guide to navigate Vincere's email functionality, uncovering its potential to streamline workflows and enhance communication for recruiters. Tailored to meet evolving recruitment demands, Vincere's comprehensive email features empower both seasoned professionals and newcomers. Whether managing candidate interactions or cultivating client relationships, this guide unlocks Vincere's capabilities, revolutionizing talent acquisition. Get ready to elevate your recruitment game as we explore Vincere's email functionalities together.

You can navigate through the article using the article shortcuts below:

To access your emails in Vincere, you can go to the left-hand side panel and click the email Icon.

This will take you to the Vincere Email screen below

The emails you will see synced here will be synced from your connected email. To learn more about how to connect your email, please refer to our help article here

Clicking on the + Create New Email button will allow you to compose a new email without the use of any templates.

To add email recipients, you can either type at least 3 letters to call a list of suggestions from existing Contacts and Candidates in the system:

Or manually type the email address and press enter to add it to the list

Inbox - This will display all the currently synced email from your connected email's Inbox items.

Starred -This will display all the emails that you marked with the star icon, making it easier to see relevant emails
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Sent - This will display all the currently synced email from your connected email's Sent items.

Draft - This will store any unfinished email that you choose to save before closing an email window.

The prompt below will ask you if you would like to save the email as a draft. Clicking No will discard the email.

Note: we would not be able to retrieve the draft message you typed if you click No

SendGrid - If you're using the SendGrid integration, you can find the emails sent out here. To find out more information about the Integration and how it works, please click here

You want to find a specific email? You can use the email search box to type the name of the sender, email address or a subject line to search for an email.

Clicking the refresh button will initiate a manual refresh and connection with your connected email.

You can also filter emails based on date. Just click the Email Date button and select the date from the calendar

You can also filter read/unread emails as well as those with attachments:
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When you select an email, a list of actions will be available to you:

When you open an email, you can perform the following actions:

You can open and switch between email by clicking the up and down arrows to go through the list