How to Use assistant@share-builders.com

When working without a fully connected mailbox in the ShareBuilders CRM, you can still log your email communications by CC’ing Assistant@share-builders.com. Here's how you can make the most of this feature:

Key Features:

1. Automatic Association: When you CC Assistant@share-builders.com, the system will attempt to match the email with existing contacts and accounts in the CRM.
2. Contact Management: If the recipient email is not associated with a contact in CRM, it will be flagged as an unknown contact and will need manual review.
3. Thread Logging: Email threads are captured and logged in the CRM to maintain conversation continuity.

Step-by-Step Guide:

1. Compose Your Email: Draft your email as you normally would in your preferred email client.
2. Add the CRM Assistant Email: Include Assistant@share-builders.com in the CC field of your email.
3. Send: Send the email. The CRM will automatically log the email and attempt to match it with the appropriate records.

Reviewing Unknown Contacts:

• Navigate to the "Contacts-->Unknown Contacts" section in the CRM.
• Look for entries flagged as unknown or newly created.
• Review these contacts to confirm their association with the correct account or agency.