Create a client CRM note from new email
Create a client CRM note from new email
Your incoming client emails sit unlogged, leaving correspondence untracked and client records incomplete. Records stay current so you can follow up the same day.
Overview
When client emails aren’t logged, advisors lose context and follow-ups slip. This flow captures each inbound message as a CRM note and creates a contact when missing, so your small advisory firm keeps client histories complete and enables same-day follow-up.