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Moving Email into Contact Management

Last post 09-15-2020 10:32 AM by Method_Inderdeep. 2 replies.
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  • 11-09-2018 6:50 PM

    Moving Email into Contact Management

    Reply Contact

    Hello. New user here. Certainly like what I see so far.


    I need to be able to move the existing emails that I have sitting in Gmail into the CRM so I have a record of what happened with each client before I moved into Method. Other CRMS have had an email address that you could forward your existing email to.

    Is that the case here? If so, I can't find it. 

    I am a one person operation, operating on a Windows 10 pc and using Chrome as my browser. 

    Thanks in advance for any assistance. 

  • 05-05-2020 1:12 PM In reply to

    Re: Moving Email into Contact Management

    Reply Contact

    Agree this would be a nice feature. I have worked with other CRMs that allow you to bcc your CRM account with emails to create a record. 

  • 09-15-2020 10:32 AM In reply to

    Re: Moving Email into Contact Management

    Reply Contact

    Hi mwillis73,

    You can definitley logged the emails in Method as an Activity and attached to the contact you want to. In Method, we use Method:Sidebar for Gmail to do that. Also, here is an article on Activities in Method.

    We do not have a dedicated email address where you could forward all the emails in Method. My other question is whether you want to attach them to any customer or lead in Method?

    Hope this helps.


    Regards,

    Inder
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