If you wish to see all of your communication history in one place (calls, events, meetings, and even copies of emails you've sent or received) we have a solution for you!
The Teamgate system will allow you to attach copies of sent and received emails in the leads, companies, people and deals cards.
Note: This functionality just forward emails from your inbox to Teamgate by automatically adding the email forwarding address to Cc or Bcc lines when composing the email. Emails are being sent from your email program (Gmail, Office365, Outlook).
Enterprise plan users may send emails directly from Teamgate CRM by connecting their email server. To learn more please visit these articles: Syncing any email provider except Gmail; Syncing Gmail.
1. How do emails attach to the system? What needs to be done in order to attach email copies to Teamgate?
The system is based on several conditions:
1.1. Enter the email address of the client to Teamgate CRM. When sending an email to the recipient, his/her email address must be in Teamgate system (i.e., in lead, company or people card);
1.2. Send email from the email address you use to login to Teamgate. If you are sending emails from another email - add this email address as the additional email address.
When automatic forwarding is set - the email forwarding address of your Teamgate account will be automatically added to a Cc/Bcc lines when composing the email. Please note, that the option to add email forwarding address to Cc (visible) or Bcc (hidden) solely depends on the email program you are using. Some email providers or version do not support automatic email forwarding via Bcc.
1.3. Adjust your email program settings. Set-up automatic email forwarding (for incoming emails) and BCC/CC (for outgoing emails) within your email settings. (See the section 2 of this article).
1.4. Teamgate do not attach emails sent between the Teamgate users.
1.5. If the email has files attached to it- it will be saved within the system as well.
Note: Files (attachments) added to the email - are attached as well. The size of the email and attachments should be up to 25 MB. Bigger emails might be lost and will not attach.
2. How do email copies attaches to Leads, People, Companies, Deals cards?
2.1. The information where the particular email is attached in the system is visible on top of the email.
If you wish to attach the copy of the email to more contact cards, click the edit button on the bottom right corner (pencil icon)
Click + ASSIGN RECORD button and start searching for contacts > click SAVE for the changes to apply.
2.2. By default - emails attaches by the logic explained below:
Leads - all email communication with the leads will attach in the lead card only.
People - communication history with a contact in People section will appear in::
People card;
Company card - if the company is added as associated contact;
Deal card - if the contact from People section is added as a buyer and there is only one active deal associated with particular contact in People section. In such instance when there are more than one active deal - the email will not attach to any deal at all.
Companies - communication history with a Company will appear in:
Company card;
Deal card- if the Company is added as a buyer to the deal and there is only one active deal associated with particular Company. In such instance when there are more than one active deal - the email will not attach to any deal at all.
Deals - all the emails sent to the buyer's email address will attach to the deal card as well. If the buyer has several active deals associated with him- the emails will not attach to deal card. In such instance, emails may be sent/forwarded to the email address that is located in the deal card.
The default logic of how emails attach to the deal cards may be change in the settings. There you may choose if you wish to attach emails to all active deals, to the newest deal or do not attach emails at all.
3. How to adjust the setting in email program?
First, you need to copy your Teamgate account email forwarding address by following these steps:
Click on the icon located on the top right, then click My Profile > Email settings > Email integration.
3.1. In order to attach incoming emails - ask the person maintaining your email server to add a Teamgate forwarding address to each user's email so that your incoming emails are automatically attached to the lead/company/contact card.
3.2. In order to attach emails that you send - ask the person maintaining your email server to add a Teamgate forwarding address to each user's email so that your sent emails are automatically attached to the lead/company/contact card.
4. What if email copies do not attach?
Here are a few things to keep in mind:
4.1. Please confirm whether the address added to CC is correct.
4.2. Determine whether you are sending an email from the same email address you log in with on your Teamgate account. If you are sending email from additional email account add this email to your profile as the additional email address. My profile > additional emails > save.
4.3. Is the client‘s email address in the system? Is it correct?
4.4. If you are searching for an email copy of the company card, check to determine whether there is a copy in the contact card.