email integration
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I had a full email conversation with lead #69274151 on June 29th through my email client (not within IO) Will none of the emails in my sent folder sync to IO's CRM? Will I only see those if they are included in the thread of the ones we receive back?
The same question
Emails sent directly from your email client generally won’t sync into InflatableOffice’s CRM automatically. You’ll typically only see the conversation in IO if the lead replies to an email sent through IO and their reply is captured in the existing thread.
To preserve the June 29 conversation, you may need to manually add the emails or notes to the lead’s CRM record.
Emails sent directly from your email client generally won’t sync into InflatableOffice’s CRM automatically. You’ll typically only see the conversation in IO if the lead replies to an email sent through IO and their reply is captured in the existing thread.
To preserve the June 29 conversation, you may need to manually add the emails or notes to the lead’s CRM record.
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