The Email module in Perno Company connects your Gmail account to the CRM, allowing you to read and send messages, manage conversations, and link email threads to leads or deals. You can also create reusable signatures and keep customer communication available alongside the relevant sales records.
How to manage email in Perno Company CRM
1. Select Perno Company.
Open the Context menu in the upper-right corner and select Perno Company.
2. Create a personal Gmail connection.
Open your profile menu in the upper-right corner, go to Integrations, and add a new connection. Complete the settings:
|
Field |
What to enter or select |
|
Provider |
Select Gmail. |
|
Name |
Enter a recognizable name for the connection. |
|
Scope |
Select Personal. |
|
Enabled apps |
Select Perno Company. |
|
Is active |
Keep the connection enabled. |
|
Sender name |
Enter the name you want to use as the sender. |
The screenshots show Organization as the scope. For a personal CRM mailbox, change it to Personal before saving.
Click Save connection, then Connect Google account. Sign in to the Google account you want to use and approve the requested Gmail permissions.
3. Open the Email module.
In the left-hand menu, expand CRM and select Email.
The Email threads page displays your Gmail conversations. If no mailbox is configured, you will see Connect your Gmail mailbox to start and a Configure mailbox button.
4. Create an email signature.
To prepare a reusable signature, click Signatures on the Email threads page, then + Add signature.
|
Field |
What to enter or select |
|
Name |
Enter a name that helps you identify the signature. |
|
Body |
Enter the signature text, such as your name, role, company, and contact details. |
|
Is default |
Select this if you want to mark the signature as your default. |
Click Save signature.
Your signature will appear on the Email signatures page. Use Edit to update it or Remove to delete it.
5. Configure your mailbox.
Return to CRM → Email and click Mailboxes, or use Configure mailbox in the setup banner.
Select the personal Gmail connection you authorized, optionally assign one of your signatures, and save the mailbox.
Perno synchronizes Gmail periodically in the background. You do not need to keep the mailbox page open.
6. Find and read conversations.
Open CRM → Email and use the Threads tab to browse conversations. To find a specific conversation, enter a subject, sender, or message text in the search field and click Search.
Each thread brings together received messages, sent messages, and replies from the same Gmail conversation. Open a thread to read its message history in a readable format without raw HTML.
Use Linked to deals to review conversations associated with CRM deals.
7. Reply within an existing thread.
Open the conversation and choose the reply action. Write your response, review the recipients, and update any CC addresses before sending.
Replying within the conversation keeps your message in the same email thread, preserving the history of the exchange.
8. Link conversations to CRM records.
From a conversation, associate the thread with an existing lead or deal. If no suitable deal exists, you can create a new sales or partner deal.
You can also create CRM contacts for people included in the conversation and create or associate a company based on a contact’s email domain.
Once a thread is linked to a deal, the deal page shows its latest message and a link to the complete conversation.
9. Compose a new email.
Select Compose email to start a new conversation.
Search for an existing CRM contact or add a new contact if needed. Enter the recipients and any CC addresses, complete the subject and message, and apply your selected signature.
You can associate the new conversation with a lead or deal. Review the message and recipients before sending.
10. Understand who can see your conversations.
Each mailbox is personal. Only the user who connected it can see inbox conversations that are unrelated to CRM deals.
When a conversation is assigned to a deal, it becomes available to users who have permission to access that deal.
11. Keep synchronization and access working.
An unassigned conversation deleted from Gmail or moved to Spam or Trash may also be removed from Perno during synchronization. Conversations assigned to CRM deals are retained in Perno to preserve the deal’s history.
If Google access expires or is revoked, Perno sends the mailbox owner a message requesting reconnection. Follow that request to reconnect the Gmail integration.