Create email entry in contact record without sending
We are transitioning away from another crm system that allows you to simply create entries for emails that have already been sent.
We understand of course that every crm works a bit differently. However, here is why we think this is an important feature in general:
- The Bigin email integration can't cover all email systems
- Some company security / data protection policies don't allow an integration of the email system into crm systems.
- In case there is a problem with the synchronization you can always manually add an email
So, basically you would open a contact, create an email entry where you specify the date and simply copy and paste the email content from your email software. (This isn't that much different than what you already can do with the calls and events. So it would be in line with the way the activities work.)
Topic Participants
Tanja
Arunkumar Chockalingam
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