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Moving Email into Contact Management

Last post 05-05-2020 1:12 PM by Tom1010. 1 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. 

  • 05-05-2020 1:12 PM In reply to

    Re: Moving Email into Contact Management

    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. 

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