Linking e-mails that you send and receive to your contacts within BuddyCRM is easy and works with any mail client including Outlook, Gmail, Hotmail and Apple Mail as well as all mobile devices.
Firstly, the contact you are e-mailing must be in your BuddyCRM database.
When sending an email, use the bcc function of your email program with the address “email@example.com”
Within 5 minutes the e-mail will appear in the record card along with any attachments.
You can even reply or forward from within BuddyCRM.
With regard to received mails, forward the mail with no extra notes to the same address “firstname.lastname@example.org” and it will appear.
Not only will these emails appear within BuddyCRM, they will also count to the manager KPIs and display within the relevant activity reports