Are you using Outlook, Gmail, Yahoo, or Thunderbird for your emails? Don´t change anything! You can easily resend every email to your CRM using a special email address. Emails will be automatically transferred to your CRM and registered in the right place.
Your special Email address
Your unique email address composes of your CRM name with the ”@mailmeto.raynetcrm.com“ domain. The e-mail address name could look like this: email@example.com.
Enter your unique email address to the blind carbon copy when writing an email to your client. The email will be copied to the RAYNET CRM and filed to the correct account and contact. (You can recognize it by the e-mail address to which you send your message).
Resend the email you have received as an attachment (FW) to the same address. If you are using Gmail, you can forward the email (FW).
Send emails to a specific Deal, Quote etc.
Enter the record code anywhere in the email subject to file an email to a specific Business deal, Quote or Project. For example, see the picture below:
For further information concerning the email transfer to a specific Deal see File an email to a Deal.
E-mails will only be transferred if you forward them from the e-mail address that you use to access your RAYNET CRM or from an alternative email that can be set in your personal profile.
Find out more about How to set an alternate email address.