Emails sent from Prospect CRM track recipient interactions at each step of the process - from being processed by our email servers, delivered to the recipient's mail server, and any open and click events that the recipient performs.

Step 1: Reviewing Sent Emails

Once you've sent an email from Prospect CRM, head to the Documents page under the Contact and refresh the page to see that the email has been sent.

Step 2: Open Email Document

Click into the email document to open the record, and navigate to the Tracking page.

Step 3: Review the Email Interactions

You'll now be able to view the interactions with this email, as well as a timestamp of when this action occurred.

Please note: open events can be blocked by the email client (especially on PCs and laptop email clients) unless the user specifically clicks the “Download images” banner on the email.

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