Sneak Peek: Automatic Email Logging

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If you’ve given our original email logging tool a whirl, you’ll know that it’s on the manual side. It’s the feature I find customers get the most confused by—over the years, we’ve heard from a lot of customers who find it to be a bit of a hassle.

So with that in mind, we’re working on a brand new automatic email logging feature. With this new upcoming tool, after some set up, any emails to and from contacts that already exist in the CRM will log automatically. (Don’t worry—we won’t log any emails to contacts that aren’t in the CRM already automatically. We know you don’t need every single email you send logged to the CRM.)

A sneak peek at a design for automatic email logging

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