In PropertyMe Grow CRM, you can sync emails from your email provider so they appear on the Contacts page, within the Overview tab of each contact. This allows your email conversations to link directly to the relevant people in your CRM.
The Email Sync is set up per profile and is managed under Integrations within the user's profile.
This article will guide you through connecting your emails to Grow CRM.
- In the top right corner, click your portrait/initial.
- Click Profile.
- Click Integrations.
- Click Connect Email.
- Select your email provider.
- You will be redirected to your email provider's website. Follow the prompts to connect your emails to Grow CRM.
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