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.