Simply bcc or forward emails to your myphoner dropbox to record them to the relevant lead.
Find your dropbox address under My profile Email Dropbox
- BCC your dropbox when you send an email and the email will be attached to the lead receiving the email.
- FORWARD an email to your dropbox and myphoner will find the lead who wrote the email and attach the email to that lead's history.
Pro Tip: Using the email template tab or clicking on an email when viewing a lead will automatically put your Email Dropbox address in the bcc field.
An email seen in the activity feed.