Difference between revisions of "My Email-to-"
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*No Match? If no match is found, the platform will then open a task or create a completed task, depending on the default selected by the system administrator. | *No Match? If no match is found, the platform will then open a task or create a completed task, depending on the default selected by the system administrator. | ||
<noinclude>[[Category:Personal | <noinclude>[[Category:Personal Setup| 99]]</noinclude> | ||
Revision as of 21:12, 3 June 2011
The "Email-to" feature allows users to automatically update Prospect or Contact records with activity information using any email client. After a one-time setup, this feature is enabled for all users. See External Email Tracking for setup information.
Get a Personal "Email To" Address
Login to the platform and complete this one-time setup:
- Click Settings > Personal Setup > My Email-to-
- A page opens, providing your unique "Email-To-" address that you can use to log email activities; You should copy this email address for future use
- Specify the third-party email addresses that you will use to communicate with your Prospects or Contacts; For example, <youraccountname>@gmail.com, <youraccountname>@yahoo.com, etc.
Try it Out
To test that the setup is correct, follow these instructions to send an email message to yourself and create a task in your account.
- Copy your unique "Email-To-" address from the Setup page
- 1234567890@emailtoServiceName.com
BCC: Option
- Open an email client
- Enter the email address of a Prospect or Contact in the TO: field
- Enter your "Email To" address in the BCC: field
- Send the message
The platform will receive the email and look for all the matching Prospects or Contacts present in the TO: field and CC: field of the email and attach a completed activity against this communication.
TO: Option
- Open an email client
- Open a message and select the option to Forward the message
- Enter your "Email-To-" address in the TO: field
The platform will search for the email address in the first FROM: clause in the message text, and will create a completed activity of this communication for the matching Prospect/Contact in the platform.
Tips
- When multiple contacts are present with same email address, then only one activity will be created for each Prospect or Contact.
- No Match? If no match is found, the platform will then open a task or create a completed task, depending on the default selected by the system administrator.