Overview
Matrix lets you send and receive email directly from the platform as Email activities. Because the email is logged on the related Lead, Opportunity, Account, and Contact, the full conversation stays in your CRM, and Matrix tracks delivery and opens for you.
Send from Matrix rather than your personal inbox. That keeps the message, the replies, and the tracking on the record where your whole team can see them.
Compose and Send an Email
- Create a new Email activity (set the activity Type to Email), or use the email option on the relevant Lead, Opportunity, Account, or Contact
- Associate it to the relevant Opportunity or Lead (and Account) so it is property-specific
- Choose the recipient Contact in the To field
- Enter a subject and your message. Your saved email signature is appended automatically (see How to Add Your Email Signature)
- Click Send
Track Delivery and Opens
Once sent, the email activity shows its tracking status, such as Delivered and Viewed, with timestamps. This tells you whether your message reached the recipient and whether they opened it, so you know when to follow up.
Reply, Reply All, and Forward
From an email activity you can:
- Reply or Reply All to continue the conversation
- Forward the email to someone else
Replies you receive come back into Matrix on the activity, so the whole thread stays together on the record.
Best Practices
- Associate every email to the Opportunity or Lead it belongs to, so it counts for the property and appears in reports.
- Use your signature so outgoing email looks professional and consistent.
- Let tracking guide follow-up. A delivered-but-not-opened email may need a nudge.
Questions? Email support@m1intel.com