Logging emails

Here's how to automatically save copies of your emailed correspondence on your contact:

• First, select the "Log all your emails automatically" option at the top of your Email settings page.
• Choose your email program: Google (Gmail), Microsoft (Outlook, Hotmail, Office 365 etc.), or another email tool.
  • If you're using another email provider, you will need to know your IMAP information to set up this integration. Here's how to find that information.
• Once selected, log in to your email account, and grant LACRM email permissions to access your email (we'll need access in order to save emails from your inbox into LACRM).
  • You can integrate up to 2 additional email accounts with LACRM.
• Now that you've integrated your email program with LACRM, any email that you send to a contact in LACRM (if a contact is not in your LACRM, emails will not get logged to them for privacy reason) will get saved automatically in that contact's History. Additionally, any email you receive from a contact in LACRM will also get saved automatically in their History.
• Please note the following:
  • This feature is still in beta and is not available for all users. If you'd like to test this new feature out, please contact us.
  • Emails you send and receive in your email program will automatically be logged on the corresponding contact in LACRM. Emails will only log on contacts that are already in your LACRM account, and will not create new contacts if someone isn't already in your account.
  • We’ll only log emails going forward, not existing emails that have already been sent.
  • If you send out an email to more than 5 recipients (in both your TO and CC fields), that email will only get logged to the first 5 recipients that are contacts in your LACRM.

Here's how to manually save copies of your emailed correspondence on your contacts:

• First, find your unique email logging address on your Email settings page.
• Make sure any email address you use is listed on that page as an "Approved email address."
• To log an outbound email, BCC your CRM email logging address before sending. LACRM will log a copy of the email to the contacts in the To: and CC: fields only.
• If you're already in the CRM, click on a contact's email address to launch a new outbound email in your default email program, and it will log automatically to the CRM. (Please note: you can set this up the first time you click on an email in LACRM, or go to your Email settings page to set it up.)
• To log an inbound email, forward the received email to your CRM email logging address. LACRM will log a copy of the email to the sender's record, including any attachments.