Simple Sales Tracking Blog

Forward your Emails to Simple Sales Tracking

Your communications with prospects and customers is likely to include sending email messages. Until now, you’ve been limited to using either Notes or the Outlook plugin to track those email communications.

Now, with the new Messages feature, you can easily forward any important email message to Simple Sales Tracking and have it automatically included in
the new Messages Tab.

Additionally, if an email address is recognized as matching an email in any of your Sales or Contacts, an association between the two is created.

How To Get Started

First, make sure that the “Enable Messages Drop-Box” check box is selected on your Admin page. Then, generate your unique email address in your Settings.

Now any time you want to forward a message to Simple Sales Tracking, include the unique email address in the CC or BCC of the message.

Note: Currently storing of email Attachments is not supported.

Filed under: New Features, , , ,

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About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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