Saving important emails into the CRM is extremely helpful for you and your colleagues to help keep track of correspondence. By saving emails against the relevant records in Prospect CRM, you have one, central location storing your communications with your stakeholders, meaning nothing gets missed. Plus, by saving emails into the CRM, all CRM users will have access to these important emails, which can be helpful if a colleague is away or out on the road. Using the CRM Inbox Address, emails will be automatically forwarded to and saved into the CRM. Follow this guide if you're using Gmail as your email client.
You need to be a licenced CRM User to use this feature
Step 1: Locate your CRM Inbox Address
First, find your unique CRM Inbox email address by searching for 'Inbox' in System Settings within the CRM.
Step 2: Follow Gmail's Automatic Forwarding Guide
You'll need this unique email address when you now follow the steps in Gmail's Automatic Forwarding guide here. This is to set up the forwarding rule from your Gmail account.
Step 3: Send Verification Email to CRM Inbox Address
One of the steps in setting up automatic forwarding in Gmail is to send a verification email to the email address that the forwarding is being set up for. Therefore, you'll need to send the verification email to your unique CRM Inbox Address.
The verification email will be saved in your CRM. Locate this email by searching for 'forwarding confirmation' in the Global Search. In the Documents section, you'll find the verification email. Please note: you may need to enable the Documents search results within the Global Search.
Step 4: Obtain Verification Code
Click into the email to obtain the verification code required to complete the setup.
Once you've completed the setup, you can delete the email from the CRM by clicking the further options (three dots) in the top right-hand corner and selecting 'Delete'. Please note: you'll need delete permissions to delete the email from the CRM.
Learn more about the CRM Inbox Address here.