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It would be helpful for the user have the option of being notified if any email addresses on an Inbound and/or Outbound email are not in the CRM. This will allow the user to know the email that was suppose to be archived to all email addresses in the email was not archived to the specific email addresses listed in the notification.
This will give the user the opportunity to add the missing email addresses in the CRM and go back and archive the email to the CRM Contact profiles recently added email address.
This is very useful for Business to Consumer sales because almost all Leads and Contacts have multiple email addresses (personal, work, ect....) so the sales rep may have one email address in the CRM, but not the other.
The text was updated successfully, but these errors were encountered:
RossMNelson
changed the title
Inbound and/or Outbound email address archive notification
Inbound and/or Outbound archive notification for missing email addresses
May 7, 2016
It would be helpful for the user have the option of being notified if any email addresses on an Inbound and/or Outbound email are not in the CRM. This will allow the user to know the email that was suppose to be archived to all email addresses in the email was not archived to the specific email addresses listed in the notification.
This will give the user the opportunity to add the missing email addresses in the CRM and go back and archive the email to the CRM Contact profiles recently added email address.
This is very useful for Business to Consumer sales because almost all Leads and Contacts have multiple email addresses (personal, work, ect....) so the sales rep may have one email address in the CRM, but not the other.
The text was updated successfully, but these errors were encountered: