We just switched over to Office 365 and the Sales Tools Add-In does not allow for settings as did the Sidekick Add-In. So, if we want to 'awlays' log/track e-mails, I cannot do so with Sales Tools. The tool also does not auto open when you write an read more
We've had quite a few users asking if we could integrate our iOS and Android CRM with other business card scanning apps. We're going to do one better and build a business card scanner right into our CRM apps.
JULY UPDATE : We're close...reall read more
I'd like to get the different pages visited by a given prospect company out of the fly-in window into Excel to manage and report on. Currently the only option seems to be to copy and paste the information out, then reformat it, then it can be manipu read more
Responses via the IMAP email integration (not outlook or Gmail) are not being picked up by our CRM and I am unable to find any sources online that further guide as to what needs changing. Upon initial testing, I discovered that emails will not b read more