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I am no longer sure if I sent the offer to the client directly from the system or not. How can I find out?

Invitat·26.02.2025
offers

Last modified: 03.09.2026

1 Answer

iflows·26.02.2025
Official answer

Every message sent from the system generates a complete record, which includes:

  1. The date and time the email was sent.
  2. The user (sender) who performed the sending.
  3. The recipient address/addresses.
  4. The date and time the email was opened.

Thus, you can quickly confirm if the offer was sent from the platform and if it was opened by the recipient.

Note: if you add your own email address in the BCC field of the "Send offer" template and later open the message in your own inbox, the system will record the event as "email opened" in the offer history, even if the actual recipient (the client) has not accessed the email yet. Consequently, this can create confusion that the message was read by the client, although, in reality, you were the one who opened the email.
Therefore, we recommend avoiding opening your own message before the recipient goes through it, to prevent any lack of clarity regarding the actual reading time.

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