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Posted on: September 26th, 2020 by Stuart

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Updating WI1 CRM from your email client

Posted on: September 20th, 2020 by Stuart

You can update many areas within WI1 CRM directly from an email within your own email client like Gmail or Hotmail. By setting up your email client to send a BCC (Blank Carbon Copy) or CC (Carbon Copy) of your emails to WI1 you can update important Tasks or Deals. What areas within WI1 CRM […]

Updating WI1 CRM from another email client

Posted on: September 20th, 2020 by Stuart

Sometimes it’s just easier to reply to an email outside of a CRM. It could be that you are out of the office and using your mobile device’s email client. Or maybe you are a Gmail user and prefer to reply to some emails directly from there. I hear you, why make your life harder […]

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