Create email activity records linked to CRM contacts
Create email activity records linked to CRM contacts
Your client emails unlinked to contacts scatter project details and slow responses. Log each incoming message to the contact record so project leads see conversation history same day.
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Overview
Unlogged client emails fragment project context and force manual catch-up. This flow captures every inbound client message and attaches it to the right contact so project leads see full conversation history and can follow up same day.