Hi Micah and Nora,
Any feedback at this point? I believe most of my issues are resolved with the email. I just at times have to remove the signature.
I am interested in setting up the p...
Once we get everything figured out with the email issues, I would like to have our Billing and Tech email be be brought into the system.
Hi Nora, :)
So, I tried forwarding two different emails from two different people and removed my signature. They imported fine. and showed up in my "My Emails" inbox
I then sent a test email ...
No, I have nothing under the received tab.
Would there be any way to have email sent to Team@ourdomain auto imported? From what I could see, that is not an option.
I have updated the settings:
Then I forwarded an email from a customer. The email came in and was linked to me as the contact, not the customer.
Also should mail actually show up under the My Ema...
So this is odd!
I was looking in the Recent Activity in the dashboard and see where the email was brought in, but it has me as the contact, not the contact that sent me the original email. Also w...
Thanks for the follow up.
The insightly box is not working. I am able to send mail out from the CRM, but I am not able to receive mail into insightly.