You can now effortlessly save emails from your Outlook directly into the CRM. Say a customer's emailed you about their products that were damaged on delivery - being able to save the email trail of exactly what they said before passing it to your Customer Services team will ensure nothing gets lost in translation.
Hereβs how to install the add-in. Once youβre up and running, have a quick read of our doc on how to use it, and be sure to check out our video and article on how to categorise saved emails β a great way to easily identify which emails have or haven't already been saved into the CRM, without needing to manually check!