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Moving Email into Contact Management

Last post 11-09-2018 6:50 PM by mwillis73. 0 replies.
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  • 11-09-2018 6:50 PM

    Moving Email into Contact Management

    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. 

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