Authorized roles: Advisor, BDC agent, commercial director, BDC director, director.


Étapes à suivre:

1 - Click on your name, then "my profile".

2 - Go to "Preferences".

3 - Check the desired notifications next to "Email read confirmation".


There are two ways to see leads' email read confirmations: 


From the dashboard:

The last email has been read when there is a gray dot next to the enveloppein the "Contact" column.


In the customer card:

At the bottom of the customer card in the "Communications with the client" section, a time stamp under "Email read at" will show when the customer read the email.