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  3. Assigning an email to a client in CRM

Assigning an email to a client in CRM

It’s simple to assign an email to a client in FireHawk CRM. In the main left hand navigation menu go to Communications – Emails – View All.

Select the email you would like to assign to a client from the list. Within the email in the top right corner select the correct client from the client picker and save.

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