Including assistant@share-builders.com in your email communications ensures that all relevant interactions are recorded in the CRM. This practice maintains comprehensive records of client interactions, supports better account management, and facilitates seamless collaboration among team members.
1. Compose Your Email:
· • Draft your email as you normally would in your preferred email client.
2. Add the CRM Assistant Email:
· • In the CC or BCC field of your email, include assistant@share-builders.com.
3. Send the Email:
· • Once sent, the CRM will automatically log the email and attempt to match it with existing contacts and accounts.
· • Navigate to the Contacts section in the CRM and select Unknown Contacts.
· • Review entries flagged as unknown or newly created.
· • Confirm their association with the correct account or agency to ensure accurate record-keeping.
· • Use Standardized Email Addresses: Always use consistent, professional email addresses for client communications to ensure proper matching within the CRM.
· • Regularly Review Unmatched Contacts: Periodically check the CRM for unmatched contacts to maintain clean and accurate records.
