NetHunt will automatically link all the sent/received emails to relevant clients/contacts/people records in your CRM.
Let's say you have a People folder where you keep all your contacts' profiles.
Contacts records have the Email address field, which allows the system to trigger emails from/to the client and link them to the relevant records. Thus, all the communication with a certain recipient will be stored in one place, no matter which manager leads the thread:
To set it up:
- go to Settings;
- choose the Folder and field management and select the folder to customize;
- add a field "Email";
- make sure that you have the "Auto-link future emails" option activated:
Therefore, all future emails from/to the clients indicated in the record will be linked to their entries. Enjoy!
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