Forwarding Emails into your CRM Account Individually or Automatically
Quick Video: Please click here to view a short video on how to forward emails automatically and manually into your CRM account. Use your email dropbox ...
Wed, 23 Dec, 2020 at 2:54 AM
If you want to store an email you have received from someone or sent to someone, inside a specific contacts record (either inside the contact record the e...
Wed, 23 Dec, 2020 at 2:55 AM
Automatically forward all emails you receive into your CRM account As part of the email drop box which is set up for every CRM account you have the op...
Wed, 23 Dec, 2020 at 2:55 AM
Emails you receive from known contacts can be automatically forwarded into your CRM account. This means that a copy of any email you recei...
Wed, 23 Dec, 2020 at 3:05 AM
How to forwards emails into your CRM account from your email client? You can send emails from your email client such as Outlook, Gmail etc to your CRM a...
Wed, 23 Dec, 2020 at 2:56 AM
Please look at the undeliverable email you are getting as it is likely that the mail server you are using, via your email provider to send emails to us (usi...
Wed, 23 Dec, 2020 at 2:56 AM
You will find the email you forwarded in using your unique email drop box address (yourcompanyname@mail.crmdomain.com) inside your own contact record inside...
Wed, 23 Dec, 2020 at 2:57 AM
If you simply forward an email you have received in your email inbox into your CRM account email drop box address it will associate the email with your own ...
Wed, 23 Dec, 2020 at 2:57 AM
If you want to set up an automatic forward of your emails received in Microsoft Outlook 365 (desktop addition) to be sent into your CRM account please fo...
Wed, 23 Dec, 2020 at 2:57 AM