- Add your portal’s BCC address to the BCC line of your emails.
- Copy the body of the email and paste it into a note in the CRM.
- Use the CRM’s “import” feature to import the messages into the CRM.
- You cannot record emails in the CRM without using the email extension.
Logging emails in the CRM Manually creating a contact record Adding a contact to the company record Importing contacts from a spreadsheet