Only log emails to EXISTING CRM contacts!

Hello,

The new functionality is fine, but on certain clients, employees don’t follow the guidelines for disconnecting mail records. So long ago we solved it differently. I tell you, I don’t know if it will be of use to you.

It will depend on the process of the department, depending on the department we adapt it. In the case of the sales team, their activity is the same, they do not have to decide who to register and who not. Simply the process you follow is: Answer the mail from the led, create the business, list new leds and assign 10 properties to the led.

With the data collected we create a workflow with the trigger: email, new creation, it has no business, it does not have the 10 properties completed, it does not belong to the list of new leds completed.

After 5 days he is assigned to the “unwanted contact” list. With this list, the person in charge of the team deletes the contacts massively belonging to the “unwanted contact” list every X days. In this way, the sales team does not waste time and continues with their work and simply the person in charge of the team. spend 1 minute deleting spam.

We also have to create 1 alert when they reach 300 records in the unwanted list so that the person in charge does not wait to delete it on day X. For many of our clients, this option is helping a lot. I hope it can be worth it! Anything if I can help you, write to me.