External Email Tracking

Settings > Administration > External Email Tracking

Use External Email Tracking to automatically update Prospect or Contact records with activity information using any email client (see Compatible Email Clients).

How it Works

You can use a unique "Email-To-" address in the BCC: field of an email message, and the platform will log that email message as a Completed Activity for any Prospect or Contact in your database that matches the TO: or CC: field.

Optionally, you can Forward an email message to a unique "Email-To-" address, and the platform will search the body of the message and create a Completed Activity for the Prospect or Contact that matches the email address in the FROM: field.

Administration Setup

After this one-time setup, each user can enable this function from the Personal Setup area.

Users that have the Customize Objects permission can enable External Email Tracking

To enable External Email Tracking:

1. Click Settings > Administration > External Email Tracking
2. In the Enable External Email Tracking section, click the Enable Email-to- checkbox
3. Select the default action when a matching Prospect/Contact is not found. Choose from:

   • create an open task
   • create a task and mark it completed

4. Click [Save]

User Setup

When External Email Tracking is enabled, the My Email-to- option will appear in the Personal Settings area. Users should setup their personal My Email-to- address.

Compatible Email Clients

External Email Tracking is compatible with these email clients:

• Web-based: Gmail, Yahoo, HotMail, etc.
• Microsoft Outlook 2003 (11.6568.6568) and later