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Avoid to share unwanted emails and information with the team, since current email integration either syncs all emails and contacts, or none (making it useless)
Current behavior
When adding an email account, all contacts and emails are imported to the CRM, regardless if it was a business conversation or a personal conversation, making it a security breach.
Expected behavior
Like other CRM, it's expected the user can tag an email to be tracked on the CRM or not.
Technical inputs
This can be done with Gmail by syncing specific labels, so the user can just label an email to import contacts and emails to the CRM, while keeping the other emails out of the sync.
The text was updated successfully, but these errors were encountered:
Scope & Context
Avoid to share unwanted emails and information with the team, since current email integration either syncs all emails and contacts, or none (making it useless)
Current behavior
When adding an email account, all contacts and emails are imported to the CRM, regardless if it was a business conversation or a personal conversation, making it a security breach.
Expected behavior
Like other CRM, it's expected the user can tag an email to be tracked on the CRM or not.
Technical inputs
This can be done with Gmail by syncing specific labels, so the user can just label an email to import contacts and emails to the CRM, while keeping the other emails out of the sync.
The text was updated successfully, but these errors were encountered: