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

Then

  • 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.

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