GMail Conversations Now in Wise Agent CRM you use GMail, now you can view and save your email conversations right from your Contact Summary pages in Wise Agent!  To get started, go to any contact’s Summary page and scroll down to the bottom.  There is now a “Conversations” section – click on the button that says “Authorize GMail”.  Follow the prompts, and that’s it!  Now all email activity from within GMail for that contact will be displayed in that section.

You can also save any conversation or individual email to the Contact Notes for that contact. Just click the box in front of any conversation (on the right for individual email) and voila!  That message is now a part of the Contact’s on-going communication log.

Check out the video tutorial below for details.  And if you have any questions about how this feature works, don’t hesitate to ask!

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Posted on June 2, 2015 in New/Updated Features, Partner Integrations, WiseAgent
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