Can I associate emails with a deal? And can I do it by label? So that if I label an email with the label "Smith Deal", it shows up in the Smith Deal in crm?
Good video 👌 thank you Are those Google drive files in the related list searchable using the global search in the top right corner? The last time I checked native attachments names are not searchable using the global search
Hi Waldo Nortjé, I am pretty sure you have already seen our answer, but just in case you missed it, we discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response. 🎬 - th-cam.com/video/WBfCWfK0dJc/w-d-xo.html#t=8m23s
Can I associate emails with a deal? And can I do it by label? So that if I label an email with the label "Smith Deal", it shows up in the Smith Deal in crm?
Muchas gracias, no hablo mucho inglés, pero tu explicación fue super sencilla y completé la integración perfectamente
Great video! Thanks for sharing th e how to's
Thank you. Very well done.
If I send an email from CRM, will it appear in my sent emails in Gmail?
It absolutely will! As long as you have your IMAP integration set up.
What happens when you archive emails in Gmail. Will they still be visible in the emails section of the relevant contact in the Contact Module in CRM?
Hi Alexander, Yes, archived emails will still appear in the CRM.
Good video 👌 thank you
Are those Google drive files in the related list searchable using the global search in the top right corner?
The last time I checked native attachments names are not searchable using the global search
Hi Waldo Nortjé, I am pretty sure you have already seen our answer, but just in case you missed it, we discussed your question on our most recent Issue of AZAAZ! Click here to jump straight to our response.
🎬 - th-cam.com/video/WBfCWfK0dJc/w-d-xo.html#t=8m23s
thanks man it helps