CRM Communication tab
Each lead will have a CRM tab that can be used to keep track of your communication with a customer. The idea here is that you'll be able to quickly locate details from past emails or phone conversations. CRM = Customer Relationship Management
Your staff can leave notes regarding the conversation with the customer. If journal entries need deleted/removed the only login that can delete journal entries other than your own is the main account admin login. If there is a link or URL attached in a journal entry, you are able to select on the link to open the URL.
These will automatically show up for any tasks that were assigned to this lead or customer. If completed, they'll show up using the completed time, otherwise it will use the remind at time. Tasks and Journal entries with due dates on them will not show until that date is hit. If there is a link or URL attached in a task reminder, you are able to select on the link to open the URL.
To show phone details, you must setup integration with IO Phone.
Any emails sent from our software will automatically show up. To show emails sent or received through your external email program, you'll need to setup IMAP integration. We also support attachments for emails via IMAP connections. Replying to IMAP emails that had CC email addresses properly includes these in the CC field.