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Connect your email with SuperOffice
Oppdatert på 9. aug. 2021
Do you ever spend time searching for emails you have sent or received? Have you ever asked a colleague to forward an important mail to you? Storing email in SuperOffice is a great way to keep track of email communication with customers.
Get instant overview of customer-related email communication
Connect your email client to SuperOffice to open and send email from SuperOffice, and save emails directly into the solution. When you connect an email to a specific person in the database, the email dialogue will automatically show up on the related contact card. Then, it's easy for everyone to browse the customer's activity list to see if someone has been in with them contact lately, and what it was about.
Find out how SuperOffice helps you to manage your inbox and share information within your company.'
Does your version of SuperOffice CRM look different from this video? That's because this video shows SuperOffice CRM in version 8. But don't worry - all the steps shown in this video are exactly the same in SuperOffice CRM version 9.
Set up your email integration
There are three ways to connect your email to SuperOffice. The method you choose depends on which email client you use, and what benefits you find the most rewarding.
Save email in SuperOffice CRM
With SuperOffice it is easy to save important emails in your CRM database. Just hit the archive button in your email client, and the email integration will let you save the message on any company, contact, activity, sale, or project in your database for easy access.
Tip: Look through your recent emails. Are any relevant to others in your company? Try and archive these emails on relevant company cards in SuperOffice. If colleagues ask for information from one of these emails, just ask them to look up the relevant contact card and find your email on the Activities tab.
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