Create an activity record in AgencyBloc from a new email in Outlook
Create an activity record in AgencyBloc from a new email in Outlook
Create an activity record in AgencyBloc when you send an email through Microsoft Outlook, linking it to the right individual based on their email address. This ensures accurate tracking and improves your engagement with clients.
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Overview
Create an activity record in AgencyBloc when you send an email through Microsoft Outlook, linking it to the right individual based on their email address. This ensures accurate tracking and improves your engagement with clients.