LionDesk V2 CRM Ideas Portal

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Activity Tracking/Syncing With Email

When an email is sent via the CRM it should also show in the sent folder in the email account/server (directly logging into Gmail/Outlook). Additionally, when an email is sent outside of the CRM in Gmail/Outlook, the CRM should log that encounter as an activity. Many people use their email accounts to send individual emails out and only use the CRM for mass email and drip campaigns. A CRM should log all interaction with the respective email account, otherwise the activities tab is rendered useless. 

  • zain hartman
  • Dec 31 2019
  • Shipped
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