assistant@share-builders.com is an email address used by ShareBuilder CRM to trigger Connected Mailbox features without having the full Connected Mailbox integration.
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, ShareBuilder CRM will automatically log the email and attempt to match it with existing contacts and accounts.
