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"You'll become addicted to the features Relenta offers"

- SalesTeamTools.com

Getting started with Relenta

Welcome to Relenta, the first and only email-based contact andtask manager that gets things done. Allow us to show you how.

For additional information, search or browse Relenta documentation:

http://www.relenta.com/support

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Email Management

With Relenta, you get all your favorite features from any email program - plus the ability toautomatically interconnect contacts, tasks, calendar events and message history. You can even manageemail marketing campaigns, and set up automated follow up messages for groups of prospects.

Auto-forward your existing emails

To begin receiving email in Relenta, set up automatic forwarding of your existing email account(s) toyour you@relenta.net address. Consult your email provider to find out how to set up automatic emailforwarding. You can forward as many email accounts as you’d like to you@relenta.net. Our systemautomatically keeps tracks of what came from where so that there’s no confusion. You’ll find thatmanaging all of your mail through one single interface saves time, and keeps whatever information youneed right at your fingertips.

POP and IMAP access

You can receive email from your existing POP or IMAP servers by adding them in Settings > Emailaccounts > Add incoming email account.

Inbox features

There are two types of email messages in your Inbox: those that are associated with existing contacts,and those that aren’t (we call them ‘unassigned’). When you receive an unassigned message, you canassociate it with an existing contact, or add the sender as a new contact.You can preview, reply to, and forward an email directly from your Inbox or any other email folder.Keep in mind that if an email you replied to isn’t associated with a contact, your reply won’t be either.Archiving a message removes it from the Inbox, but keeps it forever in the contact’s email history. Youcan view all messages, archived and unarchived, sent and received, in the All mail folder.

Compose email

Relenta has two general email views:

•

Common email folders, such as Inbox, display incoming emails from all senders.

•

Contact view displays messages sent to and received from a particular contact.Accordingly, when you click on the Compose button in Inbox, you will need to select the recipient (youwill be given suggestions as you type). When you click Compose in the Contact view, the message will be automatically addressed to that contact.

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Sending email to groups of contacts

To send a mass email to a group of contacts, click on the vertical Groups tab in the left column, selectthe group, and click on the Mail to group button. Each recipient will see his/her own name/emailaddress (and nobody else’s) in the To: line of your email. You can personalize the message text withcontact’s name, company name, email and other fields using mail merge macros.

Email identities

When you create an account, Relenta automatically sets up a default From identity for you, using thename and email you provided during sign up. If you send/receive email from multiple accounts, youcan configure separate identities for each in Settings > Email identities. You can also create identitiesfor different staff members or departments within your organization. When you reply to a message thatwas address to Identity A (sales@your-company.com, let’s say), Relenta automatically uses thatidentity as your “from” address — which you can change if you wish.

Outgoing mail servers (SMTP)

Each Relenta account comes with a built-in SMTP account mail.relenta.net so you can start sendingmessages right away. You can send up to 250 emails per day.If you’d rather use your own SMTP server, you can add it in Settings > Email accounts > Add outgoingemail account.Keep in mind that many email providers allow SMTP access only from within their own network.Because Relenta isn’t on their network, it is possible that it won’t be allowed to send emails via their SMTP, even though you may have provided the correct login and password. Contact your ISP or email provider if you have trouble with their SMTP servers. We provide support only for mail.relenta.netSMTP issues.

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