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  • 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 ...
    Posted to Method General Q & A (Forum) by mwillis73 on 11-09-2018
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