As a new user we’re setting up all our clients/leads/contacts. But old emails don’t get pulled in to the records.
As you pull all emails in to the inbox feature, could you also pull old emails related to an email address against an old client/lead/contact and store them against that record?
As a continuous user this also works for new leads. If a lead comes in to my inbox, I’ll then set them up as a lead in CRM. But that first email won’t be stored as the record didn’t exist when the original email came in.
An alternative (possibly easier) workaround would be to provide a feature where you can select an email and choose to add it to a client/lead/contact record.
Some of our clients contact us from multiple email addresses. It would be great to be able to put multiple email addresses in to a client/contact/lead record and have that mail all track against that record.
We’d like to be able to view all emails from any email address on our domain against clients/contact/leads.
Currently you can only see emails to/from your own email address (e.g. email@example.com).
We’d prefer to see all emails to or from anyone to get a full view of communications that client/lead/contact has had with anyone at our organisation.
This should include shared mailboxes, so firstname.lastname@example.org, email@example.com, firstname.lastname@example.org, email@example.com etc.
The workflow has to progress when a client DOESN’T do something. Example – I send a client a questionnaire that I need them to complete so I can order their flowers for their event. If they complete the questionnaire, great, I get a task to order their flowers. But if they DON’T complete their questionnaire within 4 days, they would get an email reminding them to complete the questionnaire.
I’d love to be able to customize invoice notification emails. Right now it just says:
You have a new invoice: 1 for client: Anne Victory, Anne Victory
Thanks for looking into it.
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